> They can ride their current street rep the same way Kleenex did.

Kleenex was one product of many and launched by an already 50 year old company. I'm not sure in what sense they "rode" the Kleenex brand, but it would probably have involved being able to sell that product profitably...

> they've got time to play the long game.

They have a couple of years of runway, not sure how that gives them room to focus on the long game.