All true TB, but the big test, the main game, is the Her-Vaxx P2 outcome. Then for the first time the tech will really be tested and we will have our own SOC data in the form of the control arm, and that will be the only SOC that data counts.
They may currently have data which is causing them to be extremely confident (as I have been alluding to), but we won't command any major value until results time, IMO. If the data is good then the value will be gi-normous compared to what we could get beforehand.
[As an aside, two recent major failures in Biotec, had those same SOC comparisons shattered (ACL & FTT) upon results (along with their shareholders' dreams).]
Leslie Chong Interview 2, page-19
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