I think your first para is correct. Cardiovascular disease, kidney disease, and dementia are all linked to some extent, meaning that if a patient has one, the chances of already having, or of developing, one or both of the other two are increased. So in my view, BP is likely to be more interested in the package than in one or other of the three conditions. This would point to a big company with an existing involvement in all of them plus diabetes. All assuming the results soon to be released are favourable, of course!