Community discussions

• Positive surprise scenario: Clear commercial milestone + strong partner commentary → stock could rally toward or beyond the upper bound of the implied move (~+15% or more).
• Disappointment scenario: Missed milestone, weak guidance, or no new news → stock could fall by ~-15% or more, especially since analysts already incline negative.
• Because the options market has baked in a ~±15% swing, the risk/reward is fairly balanced but leans toward risk given the skeptical analyst backdrop.
