Looking good, page-23

(if the below is too long to read my questions are
1. What median result next week would really grab Novartis' attention; and
2. If Novarits are interested, what happens next?)

This has now grown to become my second largest holding!
I'd love to get an opinion from someone who is more educated than myself in the medical space!

If we are fully aware that Veyonda increases the Lupin median survival from 13.5 months to 17.1 months with the 400mg and 800mg dosage, then what kind of median result following the announcement of the 1200mg dosage would likely result in a large interest from Novartis? I am sure that that a ~3.5 month increase already has sparked some interest for Novartis however what would Novartis need to see to drop everything and work on acquiring some form of licensing for Veyonda? 18 months? 20 months? 24 months?

I know that for the poor souls in this position every additional month is a fantastic blessing, I am just trying to determine what would really make Novartis really take notice? My thoughts (given my finance background) would be anything > 20 months given that that means Veyonda would increase the median by 50%....however would love to get more opinions.

Furthermore, lets say it does increase by 50% to 20 months, what happens next? Novartis paid USD 6Bn (I think?) for Lupin...so do they now fork out a large sum for the rights to Veyonda or do NOX begin mass producing and sell it to Novartis? My thoughts are if they sell the rights to Veyonda what happens to IONIC, NOX Covid and DARRT?

Anyone who can shed any light, it would be greatly appreciated.

thanks all