I think you are spot on. Personally I am a bit surprised that we ran up this hard on information released that we sort of were aware of, but I am mot complaining
To me it is clear that it is all about the market cap of our company. This is slowly correcting mostly driven by the US which is awakening.
I have noticed other companies in the same space as us with inferior compounds, with market caps between US $450M - US 900M. I am looking forward when we release good data from any of the other trials.
We just have to be patient.
DYOR