Any thoughts on this new strategy or much to do about nothing? It seems either a strategy change or perhaps insight into the challenges of their present discussions with partners for the FoB program who may be playing hardball?
Nowhere did they imply they wanted to go alone. Read the portion you quoted:
We also have the ability to potentially co-invest which actually leaves us the potential to actually get a higher share of the revenues of those products and ultimate success. So, we think we need to use it judiciously but we still think we need partnerships.