IMO you are leaving some things out of the "potential future" scenario thought process.
If things fell apart with TPL as a result of litigation, and we went in to independent licensing activity, here is what I think could happen:
PDS would no longer exist, and Alliacense would very likely fold in short order. Rephrase: ....and Alliacense would be taken over by PTSC (assets/personnel) in short order (possibly as part of dispute resolution).
Our competitor in licensing? Lecky? This assumes that the deal with Moore stays intact (impact of this litigation on that litigation? Should be none, but evidence could cross-pollenate). Lecky's resources? (and if Alliacense were no longer a resource, how could Lecky possibly live up to agreements with Moore?). Working for free? This assumes Lecky/TPL loses the dispute with PTSC, right? Damages? After all, you typically can't bring suit against another party unless you can demonstrate past damages, right? Six figures, seven, eight? But I digress...
Competitor? Moore. Without resources. Potential/probable partner.
And everyone lived happily ever after.
The above is more a SWAG to demonstrate alternative outcomes.
SGE