Your expectations are almost exactly aligned with my own here. Re: the critical patient IND, I'm simply hopeful that the FDA doesn't force the company through several iterations of trial protocol as they did with the mild/moderate IND. I honestly can't believe that they would do that at this point, so hopefully the communication was extremely clear. I also think we'll get some updates on patients in the next day or two. Side note, I expect the BLA next week.
You're too kind about me usually being at least in the ballpark - I can recall too many times on this investment, publicly and privately, where I've swung and missed badly, haha. All the same, appreciate the kind words. Good to finally be able to joke about the times our expectations have been wrong!