I'm sitting on some cash and also thinking where to put it. If keytruda is indeed a 10 billion drug it should be a buy. however there is just so much competition in this space that who knows how long that will last. I am also looking at REGN but having he same dilemma. What kind of competition will Eylea start to face from the roche/novartis drug in development. Every other REGN drug is also in a competitive space, but I do think dupilumab could be differentiated and end up a real winner