Great post GAC.
I'm frustrated as well. It occurred to me after the recent presentations that it is sort of a nice gig flying around the world giving the very same presentation year after year (with some tweeks yet lacking many important pieces of information) and chatting with his old buddies.
That being said Don must realize he needs to come up with $60M (SF I did't say $100M this time...good lord) to keep BoM rolling so there must be some pressure he is feeling. It does not appear that bidders are not lined up at the RVX door. The Medison deal, while it appears to have visibility and a leading edge scientific and financing country (hence good connections) provides no upfront money...pretty shrewd on Medison's part.
Cheers
Toinv