Mcmagyar
If the data is good enough for SOC, then, more than the question 'do we have enough data to convince more than one BP to license 2-73'.... what becomes even more challenging to BP is (given the recent data for Lilly that it failed in its AD drug trial):
Can they afford to wait any longer and lose it all for their competitor to grab the licensing deal?
I am sure the smart guys at BP are doing all sorts of decision and Risk Analysis, as one mis-step may prevent them from gaining what may turn out to be the Holy Grail of CNS diseases.
Missling knows how good the data is; he also knows that funding wont be a problem if he has what he and the scientific community believe is good/great data.
For a change, Executives from BP are probably losing sleep over making, what may be the most important decision of their life time. They are aware that the Govt. is going to direct the FDA to brings drugs faster to the market; they also have worked closely with the FDA and pretty much know, especially if the data is good, if FDA is going to shower its blessing during the trial process, by using the tools in its arsenal for expedited trial process, easier process with some built in advantages etc.
Of course - all of this assuming that the data is really good. We will know very soon. We may also have more than one BP wanting to work with AVXL given the pipeline that can address PD and other CNS diseases.