I will after we see the PhIII results, if ACAD gives us the required data needed to model. Specifically, we need ORR and discontinuation rates so as to enable estimate of market penetration. An additional complexity will be that the MDD PhII and PhIII is for use of Nup as a 2L remedy, i.e, as an adjuvant, so we will need to estimate how much of the MDD market is inadequately served by current APs. So there will be more variables and thereby be less reliable.
One more note: my goal is not to be uber bullish, but to just see what the data tells us. In the DRP case, the numbers are huge because that is what the data says (and just happens to be uber bullish :)).