I'm hopeful for the breast cancer data, both in it being...

I'm hopeful for the breast cancer data, both in it being positive and, with a larger addressable market than primary brain tumors, move the price up several fold.

I do wonder why Edison gives them only a 5% chance of success. Pi3k inhibition works for breast cancer. Why then would a brain penetrant form then only command a 5% chance of success? As far as I can tell, they don't stratify by pi3k-ca mutants, which are preferentially sensitive to pi3k inhibition. Genuinely curious if that's behind the presumption that pax won't work. I don't have a cancer biology background, please let me know if I've missed something obvious.