After data I will overweight ctix(50-60%), keep starter position clsn (10%portfolio), bring nviv to 20%, buy 100k shares sbfm in the 20s. Beginning dd on company called Versartis Inc working with a human growth hormone drug - looks interesting but I haven't delved in yet. Anyone who can synthesize that hormone and eliminate increased cancer cell growth risk and increased heart attack risk will be sitting on one of the biggest drugs in history. They are not public yet. If dd shows they plan ipo - I will set aside a chunk for investment in them - depending on dd results.