You already got some nice replies so here's just few more comments.
The AD is where we have clinical data. And the AD is where we will get the first confirmation that the overall PKC epsilon hypothesis is correct. Once that's done the dominoes start falling.
But before that, there's not enough interest to partner other indication so that the company could get good enough deals. So there's no sense to do any deal since they have the resources to get this to the point where they are the ones calling all the shots.
It again boils down to the same thing. Even though we have great AD clinical data ALREADY, most don't know about it yet. And since the AD is the most valuable target and most progressed indication, if there aren't enough interest based on that, there definitively isn't enough interest to partner anything else either at this point.
The company has more than enough money to get past the biggest catalyst this company has ever had. So IMO it's not wise to make any deals before that has happened. Of course no-one should be all in here since there's obviously risks involved.