I am have an overwhelmed kind of feeling because of my desire...

I am have an overwhelmed kind of feeling because of my desire for (more) certainty, and am having trouble accepting that there is none and that management itself is probably in the same position. They may have a better idea about how their briefs are being received by lower down people as they are processed through various monthly investment meetings with higher up execs.

To clarify, I am still positive that we will see a good outcome here because of the strengths of the assets.

LV reseach mid-July:
"We value Invion at AUD 100 million using a risk-adjusted NPV valuation. This is valuing the potential of the clinical programs in smoking cessation, asthma and lupus. We estimate that INV102 in smoking cessation could be launched in 2019 and generate peak sales of USD 150 million. This assumes that the therapy confers a medically meaningful benefit in smoking cessation and is priced at USD 250 per course of treatment and gains 10% market penetration. Other assumptions are: Ø number of smokers (US): 42 million, of which 70% wants to quit smoking (source CDC) Ø 10% of that number succeeds to quit smoking, 90% fails due to a number of reasons Ø Invion can target that group of people, with an expected market share of 5-10% This is based on the number of smokers that cannot continue smoking cessation due to the side effects. On a similar basis with 10% market penetration and pricing of USD xx, we estimate that INV102 could achieve peak sales of USD 250 million in asthma after being launched in 2020. We value the programs INV103 and INV104 at a considerable lower level because we feel that it will take longer for these therapies to be marketed."

http://inviongroup.com/wp-content/uploads/2015/07/15.07.29-Initiating-coverage.pdf