OK, I see; thanks for the clarification.
From the Direct P1 data to date, the 40% population survival at 18 months is not impressive compared to the UCLA baseline of 40% population of 24 mos. Although the UCLA data is only for GBM, it would seem that this would be a conservative baseline, since other cancers may have better outcomes (if you know otherwise please correct me). Again, this is very rough, but it is quantitative using available data.
If the P1 survival continues to extend out to 24mo or more, then over time Direct will look better. But this does not seem likely to me based on typical survival graphs. So at this point I am cautiously bullish on L and bearish on Direct.
Market Data 
Markets 
