I am not quite sure the drug is a fundamental, but even if it is, based on trials alone, given that most of the positive results are anecdotal for now or we cannot get the requisite paperwork in order for years, it isn't a strong fundamental. If it was that strong and we had IRREFUTABLE results, there'd be more interest from BP by now. Hell, even if it was a strong fundamental, we're still waiting to see if the BOD can get the ball near the goal line. I know, I know..."Oh we're so close!" But are we? I hope so...
YES, I think in the long run, things will be fine, but I have no idea how long the "long run" is, as NONE of us thought we'd be where we are now 2 years ago.