Mongomery discusses SRX valuation, page-4

Let's hope that RM has slightly more inside information (even just body language from meeting company executives) than us. I have been burnt many times waiting on trial outcomes only to see my investment decimated after poor or ambiguous outcomes.

A perfectly possible outcome (for example) is that further trials are needed to demonstrate any statistical significant impact. Or that there is some positive impact for some people but not enough to warrant making it a first-line treatment for all.

I am encouraged by his optimism but am keeping all fingers crossed.