IA - All of the points you make are valid and if you are looking to find a reason to bail on your investment there is a really big one...

This is a First In Class Drug.

There are no competitors to compare it to. It is the first ever BETi selective epigentic drug to be in a phase III trial. So the same reason you may not want to continue holding this investment may be the same reason you may want to back the truck up. 

New technology is generally a risky business. Once the technology is proven the risk reduces. The same people that are developing it are generally the same people you hear from more often in articles and write ups as you correctly pointed out. Once the technology is proven then logically there will be more researchers researching it and writing more articles which is exactly what we are seeing every year.

If you have bitten off more than you can chew, make the adjustment. If you have more room in your mouth, make the adjustment. If the investment you have now suits you deminor the just stick with it.

Good luck to all.

tada