isn't the real news that most are missing is the fact that their technology is working by hitting the target? seems like that is where the $$ is to be made here by proving their technology works for licensing? i am new investor but that is how i am taking the data.
I think you may be right - if they can verify through the expansion cohort data "later this year" that there is solid efficacy in the neuroendcorine indication, that may allow them to partner other possible PLK1 indications. From their recent comments, I think they want to keep the neuroendocrine space for themselves - it is a good target population (12,000 new patients each year and 115,000 ongoing) that seems to be ignored by big pharma, so there is a clear need and clinical path to success.