Gantor, I kind of think where there's smoke there's fire, why change the web page and CP without some good reason? They really just now decided to remove all these people's names and profiles from the pages? It's possible, but in the past they were really pushing the leadership team as part of the value.
I don't see the possible cost cutting as that much of a negative, I suspect they can manage to keep doing most of what matters with much less staff. I don't think they will start any HOT trial without some sort of co-development deal in place.
FWIW, I'd put the chances at these people still being there a bit lower, maybe more like 30-40%. Chances of a package in advance of a buyout, 1%.