I'd agree. CS report gave a pretty good conservative baseline case for ARIA. It is almost identical to my own baseline case with little to very conservative projection, the only difference is I didn't give much value to 113 at that time. The base premise is correct IMO, Iclusig's true value won't be clear until EPIC trial, the near term value depends on 113. The differences among different valuation models mainly came from how much Iclusig would be used in 1st and/or 2nd line setting. People need to give a rest on other people's motives with different opinions on Iclusig valuation. There are many possibilities, different people have different opinions, that's what makes a market. If people are so sure of the outcome, then they should bet their entire farm, otherwise, stop whining about different opinions. I know that's not going to happen, the most common theme on most message boards is that others are conspiring against their stocks/companies.