Eric, I agree w the 1st half of your post. He is a bridge/wheel greaser and will be a helpful conduit if indeed NWBO and Merck do some BD. But Dr Duffy, however, wouldn't blink an eye if another interested BP came along wanting a deal. After all, he works for NWBO and the BP that puts more chips on the table will get to travel across that bridge. Anyhows, that's the way I see it.