Ann: Positive ORR in 1st line NSCLC from ph 2 TACTI-002 trial, page-12

i think one thing to remember is that we are not making widgets that can be bought by anyone at a corner store.

i dont think market cap will be a precurser to negotiations. We have a very very limited buyers pool of BP. Once one of them makes the decision to negotiate one can assume they will have already decided to buy. The negotiation will centre around a multitude of things but principally:
1) value to BP in terms of sales
2) value to BP in terms of volume, current and future product enhancement
3) competitive advantage of excluding competitors from imm product

As long as price paid by BP is significantly greater than value received then deal will be done. i dont think current market cap will be a factor imo