This is a very long term play. To date, this is the best technology on the market that I've found and nothing else really comes close to competing. My only concern is the governance model. We will only be able to see how this shakes out over time but the tech is too good not to take a chance on. This is going to be a 10+ year play for me.
Komen:
Still holding this position - long way to go here. Super high risk but this is a wildcard trade for me so I'm not worried if I lose 100% on this trade