They have been talking about the oral program since I first started following the company (at the reverse merger with Tranzyme) which is several years now so I wouldn't read too much into.
I agree with Dew about the Ravicti not exactly being derisking since it was a completely different trial (Dew may have other reasons as well). Here is the paper on it if anyone is interested. http://onlinelibrary.wiley.com/doi/10.1002/hep.26611/full If anything it may be more supportive for the oral program. Linda indicated at a recent conference if the IV would fail but secondary/supportive data are encouraging they would proceed with the oral.
To me the most bullish thing is the interim resize suggested a treatment benefit in the 1.5 - 2 day range (according to the company). While the company says one day is compelling I am not so sure at the already lower price then I expected I'd feel more comfortable nearer to 2 days.
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