The Halo option certainly sounds promising. At some point I do think the company will develop an oral version. I think currently the least risky and quickest way to approval is to stick with the IV and perhaps try the synthetic version or oral pathway in a FragileX trial.
Another random thought I've had is that IF they indeed thought the 2b trial was a failure they would spend their cash on commencing/moving a FragilX trial along asap. I believe they think they are truly onto something here and want to make sure they get the Alzhiemer's study advanced as carefully as possible (get all the loose ends tied up anyway) before moving along with the FragileX. JMHO of course.