I completely agree with Fish here Footmax. You're correct in so...

I completely agree with Fish here Footmax.

You're correct in so far as there may be little or nothing put up in lights, but its illogical to think GILD et al wont be completely across this tech, as you know its both a potential threat and or opportunity for their existing business. They wont be blindsided, hence the proximity.

I follow how your empirical approach. Theres nothing wrong with it. The alternative logic is to anticipate where the ball may be from a trading perspective, same same for BP.

Im not across GILD that well, I know they had the oncology set back, looking at the chart youd think theyd be up for an upbeat story this year.

Im confident theres connection to BP at BIT. You have to wonder though, who's keeping who at arms length?

Presumably BIT wants to demonstrate success then
maximise value. Its a little difficult to achieve that if you jump into to anything contractually too early.

IMO
DYOR