$HGEN Anyone else read the JPM analyst report? A few key takeaways: 1. They acknowledged Lenz as an effective treatment in neutralizing CRS in Covid. 2. They also acknowledged "significant upside" if phase 3 data shows unequivocal benefit ("greater than 10% gain in ventilator-free survival"). 3. Why the neutral rating? They suspect Lenz will have to show "breakout performance" in vent-free survival to support the 10k per patient price tag. However, they balanced this against a likelihood of "mixed results" in the data. According to JPM, Greater than 10% VFS is the key to the promised land.