To me, this sounds like there is reason to be excited for both the upcoming kidney and cognitive data. On top of that, all that discussion of if approved for reduction of CVD... 

I have to agree.  While anything can happen, the fact that they mention this in such a way .....'we anticipate that'....sounds forward looking and positive.  Also they seem confident that, given these potential of these initiatives, that they will be able to keep the ship afloat until such time as they are borne out....or not.  But, one BTD under their belt and they seem to have provided a clue on the eGFR bio marker (maybe) then that could be another one; and, maybe a third for cognition.  They certainly won't be discussing any discussions with BP in an MD&A so who knows what can still happen there.