Been thinking the same thing... not likely, but COULD happen....
If you were LP, and you had a partnership or JV already worked out with Merck, what would be the best time to release that information...??? Imagine the difference between pps after TLD WITH a partnership announced a week prior to TLD and TLD announced without a partnership or JV with Merck... l believe pps with a Merck deal prior is multiples higher...