If/when HSP90 provides disappointing clinical data (Q1 2013), INFI will drop the program, probably further reducing headcount and the price will drop. This would be a great opportunity for some big boy to gobble up INFI, now that they will have streamlined themselves to one program (PI3K), with >20% drop in headcount. Remember Calistoga? Intellikine? PI3K is a hot commodity and I'm willing to bet that there are a few big fish waiting patiently for INFI's program to be a cheaper purchase.