Perhaps you're not familiar with the mono trial. It's OPEN LABEL which means the data can be viewed at any time with an NDA. The trial started over 8 months ago and they've already enrolled over a 100 patients, which means by the end of the year, they'll have at a minimum 5 months of data for over a 100 patients for mono.
The timing for making a BO offer isn't based off of the current mc or sp. That's not where the risk is when making a purchase. The timing and price is based off of future revenue potential, and the risk of losing the opportunity to a competitor. The longer they wait, the higher the risk - especially after the PE results for adjunct are announced, which can happen any time.