mensa, this isn't really fur's opinion that he's stating, these are promised milestones from Punit and the company themselves. Every single thing fur mentioned has been blogged about by Punit publicly and confirmed in writing by IR. They have said time and time again in presentations as well that they will meet ALL of their 2014 milestones this year. Well, I suppose technically everything fur mentioned was explicitly a milestone except for a partnership. However, they clearly have stated that plans for a Phase 2b will be outlined this year and the assumption is that Phase 2b will include anti-PD1's supplied by a partner (actually not an assumption this was confirmed by Punit during the last presentation).
So while I hear what you are saying, if these milestones mentioned by fur are not met, it's not as if he's guessed wrong, it means we've all been blatantly lied to for months. I don't see that being the case.
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