I think you are right. He has confidence and integrity and seems to be sitting on a powder keg of data that is yet to be released. PK/PD seems to be already known - just has to be released (at the appropriate time). Lots of breadcrumbs. While the market dithers and doesn't know what to do with the SP stuck <$6, I bought another 10k.
I know where this is heading now - 2 years into this investment and more confident about it with every passing day.