"In short, he needs to provide some expanded context about what those discussions entail and I think he can do that without violating any confidentiality issues."

"All I want is some actual straight talk about what is going on so that investors can be reassured that their faith in sticking with the company will ultimately be rewarded." 

Fair enough on the points you mention above but if its just another pep talk from him wtih the "we are very happy to announce that we are in talks with multiple pharmas/partners blah blah blah" over & over again that wont cut it this time around - he's worn that statement out IMO!

If it isnt the partnerhship/deal/NR at that time he really needs to have something else with meat on the bone - i just dont know if he has that in his ammo box???

 were down to the deal/where's the MONEY TIME so hopefully he's got part of that story to share with us otherwise im not sure what he can say under the cover of forward looking statements that is going to make us or the market jump or even smile. 

We shall see.