So the 100+ stocks they hold are all very calculated choices? In Biotech the losers far outnumber the winners so there are lots of lotto plays in their portfolio. They rolled the dice and lost the majority of their investments on AQXP, OHRP and CLDN recently. This MSTX investment means absolutely nothing to whether the trials will be successful so stop trying to make something out of nothing.
"Maybe their Biostatistician reviewed the past trials, saw the EPIC redesign and ran a Monte Carlo simulation and liked what he saw"
How would that explain their MINISCULE position. Stop reaching.