Very exciting! You clearly imply that you have intimate knowledge (not loose assumptions) about this paper, so it's awesome if you you are indeed right about this.
Since Leo is usually tight-lipped about everything please keep us posted on what's in the paper.
Also, Google is surprisingly unhelpful researching "payer analysis". Can anyone with knowledge chime in what it's all about, how common it is to get one, and what can be deducted from such a move in the context of M&A and similar?