the science seems very compelling. remember, this isn't nader and his snake oil - Jay is an honest, smart, straight shooting guy - and if he says this could be the "backbone" of oncology therapy, that's a huge statement for him to make. My gut is that all we need is more data - more patients, and unassailable data.
The trick is timing. What i've found over many years in this (and other biotechs) is that time goes by in dog years - what you think is 1 year is more like 5. and what you think is weeks or months, is years. I personally don't think we're years away from a catalyst for the SP - but it's likely not until Q4 that we get anything compelling enough to move the SP. If it happens sooner, i'll be very excited. I'm not worried either way. I've waited this long - what's another 3-6 months :)
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