Could be. But may I ask something if you don't mind and I could be completely wrong... Could a reason why you are downplaying the hip pipeline be that you don't have a full position or a position at all in the stock at this time as you are betting on NASH data in Q1 and don't want the stock to do well now? :)
Just because it is trading at 1.89 but worth 7.00 today does not mean that vk5211 fails. The Delays in trials put a damper on things and Market Makers have suppressed it all summer. It's just now waking up..... when vk5211 news hits it could go to 7.00 fast.