Like the company, like their growth and their gross margins on SaaS Licenses, but don't like 33mm shares owned by two VCs waiting to cash in with 6 month lockup expiration. Same thing happened with Juno the past week or two...They announced a huge deal with Celgene providing $1B and buying stock at $93...but their lockups expired....stock closed today around $54. Name of the game is supply and demand and when supply hits, even if there is healthy demand, sometimes it drowns it. JMHO I have marked the lockup expiration on my calendar (as I always do with IPOs) and see what gives in 6 months and 1 day and then watch carefully over the following 2-3 months. If this runs away, so be it; BUT, my experience with lockup expirations with hungry VCs looking to recycle cash is that they dump, and dump fast.