half yearly, gsk fim and strategic alliances, page-39

Nice reading amg !

The way I see it, both companies will announce this year their license deal as they spent an equal amount of time applying our technology to their pipeline.
That to me, paradoxically, explains the silence since Oct, the extremely tight trading range and the overall untypical patterns on OBJ.

Both partners do not give any updates, even though they would be due.
The first FMCG has not updated directly since a year now.

As we discussed in previous posts though, the latest ann gave quite some information regarding that FMCG as it referred to an improved Azopharma formulation which was originally conducted in collaboration with the FMCG.
The in vivo and human testing information given in that ann was also of great importance.


I always suspected increased secrecy for the period directly prior to a license deal and believe that we will be entirely taken by surprise by such an ann.