Tony,
You mentioned the connection between the EET and antimicrobial applications. The wording also appeared to link Janssen as operating in the antimicrobial 'sector' with 'other well-recognised companies'.
It is ambiguous and it could be unintended but the wording was suggestive that at least one of the Janssen therapeutic cargoes was antimicrobial. If true, somewhat of a surprise as other pieces of the puzzle suggested cancer cargoes. However, why not one of each? Do you know whether Janssen has 'major drug treatments' in either the cancer or antimicrobial sectors?
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