Ron, good post --- just a few points to add: 

Not sure pure market forces are at work given the likelihood of warrants being dumped into news of licensee signings.  However, whatever the markets reaction has been, it is not overly concerning (to me) at this point since these early signings are providing the funds necessary to fight the big fight and get us through the litigation process, which should then provide us with a decent foundation/plateau from which to catapult.  And, the dividends are thrown out there to placate the majority of the ‘masses’ as we bide our time through the process. 

Hence I liken ‘first mover deals’ as providers of bait money which will be used to catch not just bigger fish, but tastier ones too.  So here’s to tight lines and screaming reels this summer!

Best