I like the WI April presentation aswell with the company stating -
"deal sizes will go exponential this year based on current deals in negotiation"
When you take into account that the cumulative total of the past 2 deals is $240m+ then the next 3 must be starting to get BIG if going exponential from that point....
and if you take the theory you stated that analysts often get a better quality briefing than market then BioShares April update probably gives a nice little clue, with not only 3 new partnerships but expanded/new agreements with existing partners - which i guess means i'd expect Roche to be followed through by another - AZ ?
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