I'm thinking soon, next couple weeks. Menon said a few weeks, maybe he learned his lesson about anticipating and speaking his mind without considering how strict DF is before releasing data and over estimated this time. We'll see. Still, I think it's more of a "hey, we have a biomarker to go by now" moment. Rather than a "holy $#!% we have lift off" moment. That'll be closer to Sept- nov time frame. And even then ~ once again ~ we're at DF's mercy on getting them to release the data.
