Market MovingLike I said, I heard nothing all that negative and heard a few solid positives -- the human plasma accumulation working like pre-clinical. We wanted efficacy signs, but all along they've been properly cautious for that in 1a, so that's a strike on me who want's something around POC and not them. Maybe we'll still get stuff and he's talking us down so he can surprise. But dosage and safety is there it appears.
From an investment perspective, pieces are moving slowly positively but I can't see anything that would really be market moving one way or the other until they disclose more. I'm not as big a bull on the whole NASH project just given how far our we're talking. The ongoing partnership talks are great, just not sure it will underline any stock market appreciation should they get there given what the market thinks about NASH and that we can't expect any large upfront $$. So to me it's neither here nor there for creating short and mid-term value and that's all I'm focusing on for the time being. It's stil about the 1a and 1b for me. I'd love to see the 1b get BTD and AA and move quickly into expanding it for 2 and then they're off to the races as you'd have that investment thesis you could draw up around the financial implications of that out 1 year and beyond. Those are the multipliers we need to make up for all this lost time and opportunity cost.