I agree, your hypothetical sequence of events is possible to some degree. What i found interesting is how open Dr Berger was about the status of the possible partnerships, mostly because there has been no talk ever about partnerships or talks on the HIV side. To me this could mean there are no talks (seems hard to believe) or the talks are more in the BO tone and not a partnership relationship. Any mention of BO potential i would think is very guarded for obvious reasons. Not sure why it is ok to mention possible partnerships, why is that is a much more open negotiation?