I don't agree. I see a very similar pattern of institutional buying and clinical interest with Threshold and TH-302, as we saw last year with Ibrutinib. Like PCYC, they are partnered with a big Pharma (Merck AG). The parallels exist for sure.
It's quite possible THLD is in the early stages of a PCYC like rise. After all, THLD is in possession of pancreatic cancer drug that has already demonstrated excellent efficacy in Phase 2 trials.