The Importance of High Severity Variant Views

When you have a high severity variant view, I think you have to assume it's going to trade on something other than your framework. And the other thing is like high severity variant views, when you're researching them, it's actually smarter to kind of just put them on the shelf and say, okay, look, I could get super deep into this, but I really just need to wait till the market until I see someone else mention this. Unless you have a really big catalyst, like I don't know, a short report or a big release or something like that, but you have to, I really won't upsize high severity variant Views.