Ann: Neuren approaching key milestones in Q4 2019, page-26

I think price sensitive was fair enough. They told the market to expect a ROW deal in Q3 and the SP has been ramping. That deal is now likely to be Q4 and the SP has taken a hit showing there was an element of pending deal speculation in the current SP - hence price sensitive.
Got trust them that they know what they are doing. If I read between the lines, they have said that the pending FDA response to Orphan Drug designation for NNZ-2591 is a value adding factor for Torreya's potential corporate transaction. This to me says that a pending deal includes access to NNZ-2591 and not just Trofinetide - maybe smelling more like a buyout?