I don't disagree about the lengthening of the time frame, and the cash burn. As for the insitutions, and or the shorts, depends on the time frame. If the 35% are here for a year or more, then they're not going to bail because of the CC, the recent news, or any other reason, IMO. Unless there's something poor about the meeting next week and the following PR, then all bets are off. But as AFAICT, the story continues to play out, albeit slightly more slowly than I had had in mind. The three months to six months before actual sales kinda took me by surprise, as did the next country (Germany) having to wait until that stage was over before getting the approval process going.
Good thing, back of the envelope, IMO they won't need another deal/financing if sales of Dyloject ramp to max in 12 months like they projected.