Ann: Trading Halt, page-42

My guess is the drug is something completely different, something which would target a completely different kind of disease. Investing more in drugs for the same disease would tend to cannibalize profits; this wouldn't make much sense from a business perspective. We already have an investment interest in Trilexium as Kazia owns part of that company anyway. JG has indicated their plan of bringing in new compounds and adding value; that is their business model that they plan to repeat. Admittedly, bringing in a new compound at this time is much earlier than expected. I would have thought that would be another year off. I assume that management must have found some new drug to be extremely interesting and a good value to pull the trigger at this time. Just my speculation. Regardless, it will be interesting to find out the details of this transaction. Always the possibility that nothing will eventuate, too, since it is only a "possible" in-licensing deal.