IP,
The replies are a double edged sword for me. There is the logical restraint from wanting to forecast especially due to being on the timeframe of a 3rd party. That doesn't mean that they can't rehash or give a minor update (note the GSK progression update put in the annual). Perhaps stages are so advanced it is really hush hush time and perhaps not. It does give the feeling that one can and is hiding behind a 'can't forecast' wall for all information.
Whether good news or bad, it really means it will come like a thief in the night.
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