Nice try. The license value is not that much as a percentage of marketshare % they will pick up as they dominate the market. They are a combination, regular drug with immune system enhancements from DVAX. We will see 9-11 pps by Feb 2013.
Like all biotechs developing a drug, they never initially have the manufacturing capacity to capture the whole market. Your comment was dumb. Stocks don't trade on what they can initially do but they trade on what their potential is.