The hope is a partnership. Like what we thought was Novartis. But real!
It's a different disease and this time there is P3 data to look at whilst embarking on a new one and the FDA seems to be shining a torch on the path (somewhat).
MSB's 'hand' in negotiating the deal for this one is now heavily weighted towards their benefit.
The upside (maybe) is the world knows SI has a massive set of testicles so don't even bother if the money isn't right!! Or his unique conditions (whatever the hell they are - I have guessed previously).
Whispers in the wind will be at an all time high now I reckon. By the looks of the SP movements in advance of the announcements recently, the whispers started a few days ago.
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