Actually both 1202 and 1101 are viable single agent therapies - both work by a different mechanism than imbruvica and have a different, though overlapping, spectrum of tumor activity. And both are envisioned for combination therapy, like imbruvica. For example, 1101 is useful as a single agent for refractory NHL - that is refractory to rituxan. So you are wrong. The market isn't stupid - the pickup in volume today was by institutional investors, not retail investors, and the institutional crowd is very well versed in the therapies that are approved and in development.