They certainly can not count on Generics now so he should be thinking of some other option.
We must not forget ANDAs are the only thing they have right now because both NDAs are still very long way from home. They might even turn to be a disappointment.
ANDAs are ready to be sold and only 2.5M$ income from each of them yearly would prevent further dilution. I'm confident this can be done. Maybe not in USA, but don't forget there is more than that.