For me any drop here is just a buying opportunity. In 3-6 months the company will assess the impact of 1200 opportunities from this agreement and what the opportunity does for them. When upward revisions come out that's when the jump in the stock will really hit. going to 6 within 12 months.
From my experience when a stock shoots straight up, without a breather, the stock falls back to earth fast. The news that will made this stock realistically go up is: their product is approved and they become profitable. the rest is betting on the come.