Reread the new 8K. TBG was brought in to do a restructuring and clean up the balance sheet.
There's nothing more to discuss until we get news from Takeda about what the Fresenius chairman was alluding to about the perfect timing when answering a question from a Morgan Stanley analyst on pg 7 of the Fresenius transcripts that I have reviewed.
The delay must be How the drug will be re-introduced w/out throwing FMS under the bus over the errors.
With FMS in collaboration, the valuation is much higher than w/out their cooperation. Each part has Much to gain.