Marc was on good form. He looked relaxed and body language was...

Marc was on good form.
He looked relaxed and body language was confident, self assured.
He is also 'excited' about forthcoming AIPAC OS data and my take is BP is sitting up and ready to 'pounce' soon after SITC.
Great exposure at today's ASX sponsored biotech event.
All companies involved presented well, however there was two outstanding CEO's. Marc being one.
I recall putting the champagne on ice pre PFS data 18 months ago. This time several bottles are looking eagerly at the ice bucket only, whilst the Penfold Grange is laid back awaiting first major licensing/partnership or just for Tut's (TAKEOVER - btw IMO $5 bill 'walk in walk out' for the lot!!)
Sorry Tuts some of us (me anyway) are nearer the mortal coil exit door and don't want to be the 'wealthiest stiff' in the local cemetery.
Seriously, I think there is still a while yet to maximise returns - for me 2 years. But happy to be proved wrong by Merck or BMS or ??