I'm not disagreeing with you about potential value here and the recent new claims are a feather in anyone's cap. Buying at current market price is pretty risk free and I've added a lot to my position.

Lab delays are a fact of life this year as well as last year but 4 months is excessive. Once upon a time it was 3 week turnaround and now it's two months or so. 4 months is unusual enough to question and the company should comment on the extended delay.