For anyone looking for a bit more clarification on China, the HZN QR has a good section, with a bit of useful discussion I don't recall from ROC or PSA. In particular suggesting that if they pull a finger production could start late 08 [imo highly optimistic, and prone to adding risk - which I doubt Dr Doran would buy into].
Nevertheless, I thought it was helpful that Terry of Few Words was so good as to provide a clarification today to Dr Dorans riddles.
EL
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