Rayank, I think you are over analyzing the Confidential Treatment filing. I strongly doubt the market is reacting to it. In fact I doubt "The Street cares.
I think there's a lot of standard operating procedures with regards to it. Most/many companies probably have the very same things going on.
We have importing contracts and formulas. Anyone else can add to that.
I never noticed this type of filing before, but I never looked that closely. Pallini opted to continue with ROX, and Jefferson's is becoming very valuable.
It excites me just knowing the government is allowing ROX to keep secrets.
It sounds dirty :-)