you might be right .. but there are also the possibility that they just seem more desperate because people themselves deep down have become a little insecure, and the statements bears come up with are the same as it has been for years, but just have a different effect on longs due to the uncertainty. I'm not saying that is the case, but it could be.... and you can ask yourself who is most desperate, those who question the outcome or those who do not question it and do not accept that there is a risk that data may not be good enough for an approval ..
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