If we are talking biggest near-term impact on share price, 011 is the key, not 110 IMHO. There will be near-term important data on 011 while 110 Phase 3 data is a ways away. Also, 011 is addressing a much larger potential market than 110 and is addressing every bit as much of an unmet medical need patient population as 110. It might even have a shot to make it to market earlier, provided data is strong in this unmet medical need patient population. So, I don't understand why someone would key in on 110 when trying to come up with a fair valuation for CLDX and ignore 011. Doesn't make much sense to me.
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