From Cowen conf. today:
So right now because Germany has a somewhat unique situation where they allow you to declare a price for its first year of commercialization, while you're negotiating the second year of pricing, we have begun to build commercial staffing in Germany. We began this year with about 40 people. We talked about ending the year with roughly 200 people. But in other countries, say, France or the U.K., we've got a team that's much more limited.
Also sounds like they may only GIA in the EU Big 5 countries:
Now that it doesn't mean that in some smaller countries in Europe, we won't elect to regionally partner. There are big markets like Germany and France and Spain and Italy and the U.K. which make -- which clearly justify making an investment in self launch. But then there are some smaller countries where relying on local companies, we think, would probably be a better use of our resources. But the big-opportunity countries, we'll be self-launching into.
And ha, Cowen analyst tried to get JT to say whether there was still interest in a BO, JT refuses to take the bait - IMO because the answer is no:
Of course, I was trying to back door into trying to figure out if there's any folks that are still speaking to you to take the whole organization, but you always see where I'm going and steer away from that.