I'm thinking GTCB has decided their bargaining position has been damaged by the slide in share price and wait for a bolster from trial data with a bump in share price to negotiate a better deal. They were perhaps naive in alluding to the deal proceeds before it was a done deal. The delay has eroded the share price further. They should have asked Dale Oleseth(SRDX v. JNJ) for advice. Dancing with elephants for fun and profit is not easy.