Great call again on the relative strength which drives trader sentiment. But more importantly, as we discussed last week, the fundamental value is being driven by the product's market acceptance. When the numbers come out at the quarterly report and they show initial monthly run-rate in the $7M - $10M even at this early penetration level with only small chunk of Fres and broader but small MDO deliveries, its all over. Forward valuation will put the market cap at 5 to 10x year two sales. That is why the insiders have been accumulating over last two months.
Friday's sell-off was market-wide and specifically this sector got hammered as I believe you also pointed out in another thread.