As an investor, I can't afford to wait for certainty. Azixa looked good in phase 2, and the pharmacodynamics make it a possible blockbuster. The number of patients who might try it as a last chance makes it a possible mega-blockbuster (VERY low probability). I have some of the stock, but I'm not screaming that it should be higher today.
It is interesting that in phase 2, too-rapid tumor necrosis, leading to bleeding, was a repeated adverse event. Improved dosing in phase 3 may overcome that.
"There's many a slip..." and all, but Azixa appears to have at least an even chance of making it in phase 3. That's pretty good.