One option that may have been overlooked is the reaction to the notification of potential infringement: an internal analysis of the claim.
At what point does the stated increasing cost of a license outweigh holding out to see how things go at the USPTO?
If a company's EEs determine that there is merit to the alleged infringement, isn't payment of a license fee more justified, based on available information filed with the USPTO, before the outcome, as done by over 70 licensees to date?
.
.
.
Be well