i think we remain in a quiet phase for the rest of the Summer. Cyrus will need some time to come up the curve and get his feet under him. My guess (hope) is that sometime in Q3, we get the clinical hold lifted - and also announce some progress on the BLA. that should allow for some upward movement in the SP by year end. I'll be pretty disappointed if we get into 2023 without getting the hold lifted and substantial progress on BLA.
i'm still doubtful of active partnership discussions - or if they are, nothing starts moving until we get our house in order by getting right with the regulators first.
so, i would agree that for those who want to accumulate - you have some time, and the price seems extremely attractive to me.