The Deal, page-93

I believe that the delay aligned the announcement with the Special SH meeting, along the lines of rruns post earlier.
I believe that UNIS pharmas are divided into 4 main groups for the main products and others in a 5th group.
Group 1- Sanofi- and as you know I believe that they have out negotiated the previous UNIS management. Even the $50 mil in upfront payments for the Wearables is released in small milestone payments according to 2015 Ann Report.
Group 2- This is the AbbVie camp, in bed with JPM ex management and maybe aligned with others -BD maybe- AS and CFO have been deceived as to expect about $40 mil imminently due and this even showed up in the Orbimed loan amendments. Without proof AbbVie might have learnt about the small volume wearable and delayed. Even so, they had their chance to put in a winning bid during the review.
Group 3- Amgen, AstraVenica, Novartis are in drug collaborations and these have been our earliest supporters
Group 4- Hikma- they come to UNIS because BD was going to start up their own generic business, in direct competition to Hikma who were their customers.
Group 5- Others- Imperium, Optical, hearing etc

Of the first 4 groups Astra Venica, Novartis are UNIS original partners and they are aligned with Amgen.
I believe this is the beginnings of Pharmas restructuring for the future.
I also believe that AbbVie will pay dearly for their politics and delays , because they have no contracts and Amgen means that UNIS can negotiate from a position of strength, not weakness, and with Amgen owning 20% they have even lost the chance to buy UNIS outright.
All of this is extremely good news for SH
All IMO