BB,
I believe there is another way that DI may know our investment is derisked that can't be discussed with investors, it's what he may know about the company's relationships with the 4 regulators. Frankly, companies just never discuss their discussions with the FDA or any other regulators, but I believe that there is more of it than anyone realizes. I believe that companies can sense how open the regulators are to their ideas, it's not a lock, but if they have a warm fuzzy feeling, it's likely to result in approval. I think DI would have a feel for this, even if he's not aware of all the specifics, but even if he were, it's not something he could talk about.
I'm not suggesting that other possibilities aren't possible, I prefer a partnership to buyout, but either may already be in the cards when certain conditions have been met. The question is, what are those conditions, and are they keyed to events like approval, or simply reaching a certain trigger price regardless of where we are in the process. Only those privy to the negotiations would know.
Gary
Market Data 
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