Let's hope they're doing the right thing regarding this MS deal. Not paying does not sound like a proper way to renegotiate the terms to me but maybe they've decided they might as well get out and then this could do the trick. We'll have to wait and see.
I still think the MS deal was the right thing to do to try obtain some cash generating products really fast. But figures have shown it does not work. On MS facebook you see some weird reactions every time MS promotes the products (which I have not seen her doing anymore in the last weeks). The pills somehow don't seem to fit with the MS story and crowd.
Once the truth is there, it's up to the management to acknowledge the facts and act accordingly. Probably they have to slim down the brand range to concentrate resources on things that are working best and/or could become valuable assets (which is not MS cause it's not their brand). If they want a solid investors base they should take some serious steps in that direction and communicate clearly about the steps they're taking.
In that regard the update we got yesterday sounds like a good move to me. I do not understand "our distribution and brand building initiatives to address customer demands and market competition" - that's their old voice still resonating. But the rest sounds very clear and purposeful, and they are at least communicating about what they're doing and why. And they're actually answering questions that were raised here in the last few days, which I really appreciate.
It's a clear plan and one I actually do want to support (I even added some shares yesterday and yes, I do hold 'm).
While other MJ plays are still in the phase of acknowledging that some scientific approach might be needed (I went through some of those companies PR's yesterday) this company has found a key differentiating factor and is already working to make it reality. It 'll be 2015 soon enough and they could well be in pole position to become a market leader in this niche, setting the standard for others.
