Hi Poolboy,
Watch the AGM below again... Right at the end, 48min 30sec in, PR explains why it is important (for product pricing) to do MPS first...
Also, from the slide from agm on 29.11.23, progressing MPS commercialising discussions are listed for next 6 months... not anyhing noted for OA
Therefore, i would think MPS first... If anything before late this year (when i believe an OA deal may strike) then i think it could well be China OA next... maybe think is too strong.... more like HOPE..
From what i've heard and read with other companies targeting/targeted China is that chinese BP would usually undertake the required phase III... therefore, other than 008 six month data, why wouldn't we strike on that now (if possible)... otherwise you're really waiting for phase III read out for the monetary reward to get any bigger from a chinese deal...(upon successful readout that is, just for risk mitigation for a chinese trial)...
Remember from the AGM they alerted us to china
Anyway... we wait for late March...
Also, in the AGM PR mentions that Plexus are dealing for PAR on MPS also...(just an FYI, nothing meant by that point)...
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