The "no dilution" folks aren't jumping ship. They just want to see this proposal limited to a hard and fast number. Because they're right; BTSX is supposed to decrease, not increase. I think this dilution will be very limited in scope, but it does need to be defined/capped.
And anybody who is smart will stick with BTSX, not AcmeFork DAC, since AcmeFork DAC will be too rigid. It will not have the business development potential that will now be possible with BTSX. We just need to see a capped limit on the dilution.