Back to my take: I like Chelsea and believe the stock has more upside following approval. There's a chance FDA delays a decision by three months since the agency only has one month to digest the recommendations of the panel and nail down the Northera label. But as one smart analyst said to me Tuesday night (we were talking about the panel), a short delay in Northera's approval for what are basically administrative reasons could actually be a benefit to Chelsea and the net present value of Northera since the commercial launch and drug manufacturing still need to be nailed down.