The drug clearly seems to have activity given CRs in Rituxan-refractory patients. That should have at least some value IMO, even if we assign no value to the PI3K-delta (let's see what ASH update brings here).
I agree. I can hold indefinitely so no big deal to me. If weakness persists, I may consider adding at some point. My position is so small, it's going to take at least a triple for this to be anything meaningful for me.