I reckon some will view this presentation as positive, but most will view the same as every other presentation so far.  The thesis is still promising, but the "we expect such and such" has lost every shred of value over the many years.  Sorry SV, but at some point empirical evidence trumps non-binding claims.  Fact:  It was absolutely a mistake not to wait, and I don't believe for a minute this wasn't fully and completely known when stated.