One last thought before I disappear for the day: There is a Cohort 10 coming. Only 2 possibilities--1) enough AEs at current dose to stop escalation phase of the trial and perform the finishing phase of establishing the maximum tolerated dose; 2) not adverse events sufficient to call a dose limiting toxicity reached, and safety for one more escalation to >450 mg/m^2.
IMO, if the next K cohort update reports one more escalation, different from what we have seen with previous cohorts, an escalation above 450 will positively impact the SP because K efficacy will be all but established along with continued safety. Of course this is in combination with the other catalysts around the same time (any day now).