Oh it totally is, it's just one of those things that I think most of us expected to be more distributed rather than relegated to a few silos of data.
That's not to say there aren't opportunities, it's just that if anyone makes significant progress in one of those other areas, it's either on the back of AFGAM or will eventually be absorbed by them through acquisition/targeting.
As a result, you would success in this area is mostly driven by the data. In other words: this is rolling out exactly how you would expect, no?