In June, BNC was about 3 years behind SDI in the path to start marketing.  With the FDA agreeing to accept BNC's Phase 3a data for the approval application, that now puts BNC about 2 years ahead of SDI in getting to positive cash flow.

Therefore, anyone who sold BNC to redeploy their investment to SDI looking for a pop in SDI (which they got), should now sell their investment in SDI and buy BNC.