It appears to me that Eversana is a reputable  and competent group, and that partnering with them is a good idea.

I hope very much that Eversana did thorough due diligence, and decided this company is worth investing intensive time, effort, and resources to get through to commercialization.

That said, this emergency use authorization strategy seems ridiculous. There are a huge number of therapeutics in trials, all vying for bureaucratic attention. The sense of urgency for any of them is extremely low, due in large part to the overwhelming emphasis on vaccines. 

On top of all of this, the huffing and puffing of  DM about "any day now" for this trial is turning into a Kafka novel.

I stopped taking DM at his word a long time ago. To my endless frustration, he keeps getting votes of confidence from people that appear competent, so we stick it out. There is such a wild disconnect between the track record of DM's predictions which are (almost?) never true, and the baffling positive feedback from others (FDA Breakthrough Designation, ORI's unexpected conversion, Eversana partnership).

How does he keep getting positive reinforcement from apparently credible and interested parties while delivering on none of the projections?