I (probably along with others) was particularly surprised at the new molecule program. Prior to this I'd always thought that Zantrene was "one and done", probably aided by your previous comments that you didn't see a long term career in Race.
Following the AGM and announcement regarding new molecules etc., I got the impression that maybe some of the recent results had inspired longer term thinking and perhaps the realisation that there is an opportunity to contribute much more than you had originally envisioned. Note that I don't see any of that necessarily delaying or otherwise impacting a transaction as that involvement could always go on under a different umbrella.
I'm not sure if there's any truth to this, but that was the feeling I got. Please feel free to ignore or comment on this speculation as you please.
I (probably along with others) was particularly surprised at the...
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