"But this runs contrary to what GTC has publicly stated about its intentions for the ATryn program(s)."
Perhaps GTCB does not have that prerogative anymore and they must now deal exclusively with a "finance-only partner". It seems to me that GTCB's public statements have been diverted enough times that I am not sure we can have much trust in what they say anymore...
The fact that the long awaited partnership fell apart a few months ago by their own admission now is a signal that a new partnership will probably not materialize anytime soon. As you well know, these things take a very long time to consumate and I doubt that GTCB can ink an ATryn partnership in a matter of weeks and months at this stage with a newcomer. However, they do have a good story to tell and I can easily see a finance-only partner being succered in just like we all were...