PAR. SP, page-360

I won't comment on missed "expected" timelines other than to note it always requires careful and focused coordination that needs to be driven from the top.

Next MPS data point (Q4) is when deal is more likely IMO. It could be a combo OA regional deal given the heavy concentration of MPS patient in Latin America and Middle East.

China pharma industry has now become massive so you can't rule this one out either for early OA deal. In fact most of the top 20 multinational pharmaceutical companies have been rapidly expanding their footprint. Looking further into India, whilst the OA numbers stack-up its pharma industry is less internally integrated like most of their economy.

Source: https://daxueconsulting.com/pharmaceutical-industry-china/#:~:text=According%20to%20Xinhua%2C%20the%20Chinese,3.37%20trillion%20RMB)%20in%20revenue.

IMO it's now a matter of when not if!!!!!