HDG, I think these are all good points, but still think overall shareholder sentiment has to be considered unfavorable considering the drastic collapse in SP.
I definitely agree the exclusivity agreements in US were a smart move, and it seems to have stopped/slowed the erosion. The reduction in US workforce was a good move too, but I feel they waited too long, and it should have been done earlier.
I think EU is "wait and see" as they finish reimbursements and have a full year of launching next year in several EU member states. Hopefully that will be the start of significant contribution to revenue from EU. Still a long road ahead.