It's all Apple's, page-12

This really is deal time for PYC if history says anything.

3 of the past deals Roche, Pfizer & Janssen were all signed in 2nd half of December.

Janssen was actually a bit of on outlier & hopefully the next is not left that late - it was the biggest deal but went by largely unnoticed coming through on the first trading day of the new year while markets were quiet with everyone still on holidays.

Roche & Pfizer were both in the week before Xmas.

So whether it's Genentech / Roche data's expected release triggering a bigger deal or a new deal from other multiple parties interests then hopefully the next week or two to close the year delivers again.