Seems like a decision driven by the stock price and not the underpinnings of the technology. Either you believe the story as it evolves or you don't. Personally, I recognize this as a 5:1 upside potential with maybe a 40% to 50% probability of success. In short, those are odds worth taking. If the good news continues, and this goes to 60% probability of success, one would expect the stock price to now reflect a 4:1, maybe 7:2, upside. I like the odds and I'm staying with the program.