"I continue to think the ROI with RVX will be "BP event" related"

I would agree, so the next best thing is that Don has already approached the warrant holders the same way he approached them initially, and they are convinced that perhaps on a long term basis, RVX is still a good bet. 

Conversely, if he just put that out to the warrant holders hoping for the best, it could backfire. A lukewarm response to the incentive programme could potentially have very negative consequences, and the SPP could easily fall much further from where we are today. However, it does not mean that positive data alone, post-Dec 5, 2019 (FDA, cognitive, eGFR, etc.), won't support the SPP from a collapse.      

IMO....Koo