The Cynviloq threat is very real and under-discussed by Wall Street at the moment. Wall Street is likely trying to get more guidance from Summit and they have probably not been very forthcoming because they do not have the confidence to make any sweeping statements yet. Or much worse (though very unlikely), they are loathe to share any potential bad news until their hand is forced.
Hoping for an end to the mystery sooner than later, and I will remain stubbornly optimistic (as always) that Abraxane's future remains bright and the current market is simply running scared due to the uncertain Cynviloq/Soon-Shiong factor in the equation at this moment. This is probably a great time (maybe) to accumulate the CVRs.
http://www.prnewswire.com/news-releases/nantworks-acquires-cynviloq-for-up-to-13-billion-300084013.html