I think you're bang on.
I'm guessing that if there's any left-field news in the works, it will come shortly after the PDCO opinion + EMA decision?
Why?
If we're successful (draft opinion last week looking favourable), it's a massive de-risking event. That's not my cockamamie opinion either; brokers have stated that they're waiting on the decision, to re-rate us.
Random "left field" example
My (incorrect?) understanding is that it's possible for a conditional deal to be waiting in the wings (e.g. with big pharma and/or instos), without the market having to be informed of its existence?
A positive EMA decision seems like a perfect trigger point for such a deal?
Bonus
I'm pretty sure we have roughly a fortnight until we get this news!? That's why I'm topping up now; it feels like my last chance.
Good luck guys!!
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