People often focus on the trees instead of the forest !
The elephant in the room underlying this succinctly summarized investment thesis, is that each of these 6 programs is in and of itself a huge hockey stick ! One success suggest several more to follow. Understanding that it takes only one program to cross the FDA goal line to massively increase future revenue projections to levels not yet considered, is what turns one into a permabull.
This is an investment thesis... not a trading thesis, something participants here confuse and regularly omit clarifying. (as an aside, professionals play both ends against the middle)
Sadly the mental adjustments and faith necessary to focus on a forest instead of the trees requires generational change as people, even experts, become trapped in their ways of thinking, training and orthodoxy. That is why they call it paradigm shift and why there is so much resistance... until newer upstarts prove them wrong.