I like the WI April presentation aswell with the company stating...

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 ?