Agree. If it is a factor, it'd likely be a minor one.
At this point it's probably undeniable that the major factor is the line of thought that the EMA nod could be a trigger-point for a deal. There was huge potential there after the Oct30 ann (mainly due to Parexel + common sense), hence my skimming the mortgage to top up <=20c... but man, after some of the bombs people dropped here yesterday (Sarepta cap-raise details + Diamond's odd LinkedIn like), it looks even more likely, huh?
It's funny. For all my dislike of HotCopper, this forum has proven a bastion of helpful info. There are so many people to thank if/when this really goes bananas
I'm actually considering one last top up now that it's dipped slightly. Probably shouldn't... but I'm tempted.
