Well there’s still a couple weeks left for new data but there does feel like we are having a different kind of wait at the moment.
Maybe something is up or it’s just holding for news. A new appointment for ‘partnership’ negotiations’ makes sense within the existing narrative…
Though we have been able to successfully negotiate several lic deals as is. I guess we may interpret that the regional licence deals will be truly ‘regional’ and not a ‘rest of the world outside China’ type structure as this might require an experienced partnership manager - given the volume of separate deals to negotiate and finalise…
i like separate deals, it leaves us with a more stable money flow - one corporation can not switch the money off if there is an issue. Distributed and decentralised income is safer and more stable and the way many business structures particularly in finance are now developing - decentralised finance.
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