what you're saying (and i agree) is the the bar has been raised - and is much higher now. based on the past. i have said before that i didn't think the first patient being injected would move the SP (although it will make me feel better).

but i think for sure, we're in a spot where only an actual approval or some major deal (with a reputable group) moves the SP. of course, if we get incredible interim data in Brazil - i guess that moves it - as it all but guarantees the approval.

i'd be good on no PR until November, when it's time to deliver real data.