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Hi Kippax, I think you are on the right track. If you read...

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    Hi Kippax, I think you are on the right track.  If you read announcement dated the 9th of June a key word regarding Sud 001 is Pivotal

    - piv·ot·al (pĭv′ə-tl) adj. . Being of vital or central importance; crucial: a decision that was pivotal to our success.

    This is made in reference to their meeting with the  FDA in the 3rd Q. Once this meeting has gone ahead this may be the catalyst to putting a deal on the table.
 
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