Likely a deal for a territory not global based on what they have been saying. But the other factor is that it is likely the deal will include a new P2 for DKD with funding and milestones attached to that. The reason is that it's the same drug (DMX-200) in both indications. One of my other biotechs has stated that licensing by indication is difficult where the same drug can be used for treating two different issues (even if one use is off-label) because you can't guarantee exclusivity. In such circumstances licensing is limited by geography and (in their case) delivery method.
So I epxect it's a license for DMX-200 not speficically limited to FSGS.
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