Jon, imo DNDN will issue a secondary prior to an interim look at 9902b next year. Could occur right after an Ex-US partnership deal. Just my inference from what I heard on the DNDN conf call. I think too many people are being retrospective with DNDN and not prospective with their potential in the next 12 months, and beyond. Many of you may miss another birds nest on the ground. So far I've done well with REGN, RPRX and recently GNVC. And DNDN! ;) Don't get lost in the trees. The forest is clearly visible.
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