I agree that the expectations here are incredibly high; though, I don't understand why people thought a partnership would be announced. Leo's announcements have a pattern to them, and this CC fit into a typical rehacking of info with a bit of added info. I guarantee that when a partnership happens here it will be out of the blue.
Something to also think about, sometimes it takes several months to over a year to finalize drug deals. Just because we get good to great results doesn't mean that the next day a deal will be inked. This true for B-OM, B-ABSSSI, B-UPS, P,and K alike.
I would have liked Leo to have delayed any announcements on the B trials until everything was gathered and presented like it was in this presentation.