re: analyst coverage, good question and I'm not sure how to get a definitive answer. A reduction in number wouldn't surprise me, though. HALO has managed to severely embarrass the bullish analysts in the past miserable year, so it's possible a few drop out given the uncertainties in the future development, if only to avoid further sullied reputations.
I think a new deal, as you suggest, one which demonstrates a fertile new path (like maybe the "cell therapies" Which to be honest, I have no understanding of right now), will spark more active interest. Otherwise we are stuck in the doldrums.