I've never considered bailing out of this one.

1. The outcome of BETonMACE was tantalisingly close.

2. It's a huge unmet market

3. The FDA recognises its potential importance

4. All the indications are that discussions are in progress with BP for BoM2

5. BoM2 will focus on outcomes that are most likely to be positive, and will surely be designed to ensure that the sample size and duration are sufficient to give a definite answer.

None of this gives us a guarantee, of course, but in my view it makes sense to be patient. Unfortunately, we will have to do so for a few more years - first because of covid delays, and second because they will need to ensure the study is long enough.

All imo