Management already stated prior to Amgen even moving in & on completion of the 3rd Cohort that they had interest from multiple parties. Don't underestimate management they could of been playing a very strategic card here to move on the agreement with Amgen.
Also remember FDA's Orphan Designation came AFTER Amgen had already reach this agreement opening up the US window is providing huge opportunity as current trials are all European albeit also having Orphan Designation there from EMA.
Amgen also jumped the gun moving in ahead of completion of the 4th Cohort - impetus trying to beat someone else first to the line ?
a point to remember, page-4
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