Fantasy is nice, for sure, but I think it's a foregone conclusion that he will explain another BLA delay, and there is no way he'd be sitting on 1, let alone 2 BTD's for a week. I think it'll be a big flag waving session, preaching to the choir, with some new nuggets about the Chinese and Taiwanese FDA's and where things stand with them. Big nuggets? Well, enough to keep us really hopeful for the next meaningful PR.