"As it stands this is looking more and more like a buyer who will be willing to pay only when a fully completed commercial OI for 400g is done, giving them full measure of the two year supply deal and minimizing their risk. That is markedly different from the original intent of the February announcement."

I believe this is a very astute observation.  And, if true, when the deal close we will have a certainty moving forward.

I remain very optimistic about the future, the delays are more about a new metric, the 400g, rather than technical failings.  We are so close, now just get passed the finish line.