My point is that they do not appear to be presenting any new data. Everyone wants to jump 50 spaces ahead in their assumptions and before long we're talking like a licensing deal has already happened.
It would behoove everyone to curb their enthusiasm and stop having delusions about a BIIB deal that isn't real.
Maybe I'll be proved wrong (I wholeheartedly hope so), but in the meantime wouldn't it be prudent to not count your licensing deals before they hatch?