In his recent update PR specifically said deals in South America, China and the U.S. He has previously mentioned that whoever takes the U.S. generally wants Europe as well, but there was no mention of Europe. So to me it sounds like they are aiming initially for three regional deals if FDA green lights. Maybe an MPS deal is bundled in with S American deal?
Don't think these would get to $2bn combined. Mozz and others might have a better guesstimate but it might be around $800mn combined? China $150mn, SAmerica $50-$100mn, U.S. $500-$600mn.
In his recent update PR specifically said deals in South...
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