There is some speculation that the 8K on ethics is a reminder to staff not to leak info and that a deal or specific asset sale is already agreed to.
This actually makes some sense as PTX is to send out proxy materials to shareholders of record at close of business today for vote on November 15. That proxy HAS to have been drafted and would contain specifics of any proposed corporate breakup (and they have already refinanced with, essentially, drug-by-drug financing now in place - this would allow relatively easy sales of each drug with it's associated liabilities). Sending material to the printer would certainly involve having more people at PTX beyond senior execs be in the know of those specifics - hence an ethics-related 8K?
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