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People might be caught off by that without given context, but when this was presented at the AGM the justification was that:
1. Antaria needed to restore confidence in its ability to supply (due to previous management history of letting them down with failure to supply product) so delivered ahead of schedule on the current supply agreement.
2. What this means though is, Merck now has increased confidence in Antaria as a supplier. So much so, they are now pursuing numerous new product avenues with us. I'm very confident the new Alusion/Merck supply agreement will be an even better situation for us than the last one (with higher volumes over the term).
Questions for the board at AGM, page-9
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