Perhaps it's jet lag, but the analogy and the affective valence eludes me. They have a decent hand--what's not clear is when the game will resume, and whether the rules are being altered--for everyone.
With BP looking for blockbuster drugs we are THE LEADER in a field that the FDA wants to address.On top of that at the present time there aren't any competitors. To use your example with a little change--A pair of aces in the hole and the flop turns up two more.The only question is how many people can I keep in the game.