I wouldn't be disappointed if Vyera breached the commercialization agreement due to FTC and multi-state litigation associated with Daraprim.

I did the same DD and understood the intrinsic value of the royalty structure -- but I cannot think of a worse pharma company to align with from an optics point-of-view.

Lastly, since Vyera has rights to all domestic HIV indications, I have to believe that CytoDyn becomes a much more attractive [ licensing, partnership, acquisition ] target for BP if they are not in the picture.