Every day is a day closer to 3 trials progressing, and to a deal. The timing of all of these trial events is spelt out in various announcements but each turning point is given a 3 month window. The next 2 things that I think will make a difference is a) when the first patient is injected for the kidney trial, and b) when the biomarker and or renal size measurements change (hopefully favourably). As for a deal, efficacy signals signal the beginning of deal discussions often so we might be in a 3-4 month window for that as well. I watch this every day but increasingly believe that a 6 week wait between watches is quite justified. When the moves come now they will be quite significant as there will be several (hopefully) price sensitive developments indicating increasing closeness to revenue and profitability per year from now on.
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