Ann: Patrys proof of concept ADC significantly increases survival, page-33

Yes the BBB crossing is certainly one significant aspect that attracted me. Currently there some very attractive drugs coming up (will not cross promote) and there is a long road ahead for deoxymabs to prove itself BUT that is not a negative from the point of view of a LT investor (if anything that is an early opportunity), and realistically I would guess investors are aware of the challenges through different phases of trials but BBB crossing may well provide the "backbone" as a technology product, i.e., if not on their own but in combo treatments.