I think it's important for us not to have Dunning-

I think it's important for us not to have Dunning-Krueger Syndrome -- thinking that we know more than we do.

There is an awful lot of guessing going on, about motivations for stuff, about which companies might have signed the nearly 20 CDAs, about when data will be released -- and we need to make sure we're not drawing unsupportable conclusions based on insufficient data.