Fair points, in hindsight I actually expect the potential funding is for a ramp up in production capability if the GSK arrangement comes through as they have acknowledged they will not be able to meet the likely demand with the current set up (happy to find the exact wording they used to confirm this point).
However whilst this arrangement would likely prove very lucrative it is still a very delicate line they are walking time frame wise with this amount of expenditure and debt.
As always mentioned this one is highly speculative and the most risky in my portfolio but I hope will prove a long term win (no plans to go anywhere).
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