Your analysis makes sense. It actually follows a somewhat similar pattern to that "P" company. Once they had the ball rolling, they signed about 20 very fast. They are sidelined for massive signings until the USPTO re-certifies their patents. Theors are quite complicated, ours do not seem to be. IMO, a huge plus for EDIG.
I trust you are doing well and your health continues to improve!
Have a great weekend.
John