I believe that impatience is worse than greed. Most of us here understand, or believe we do, that modification of the immune system through CCR5 competitive receptor occupancy will profoundly change how a broad range of diseases are treated.
That knowledge alone is insufficient. Regulatory approval and adoption of this therapy across the medical world will follow, albeit more slowly than we desire and more slowly than the world needs.
Our inability to wait for these events is the biggest threat to our investment success, IMO.
Apple did not become a $2T company the weekly it realized the IPhone.