quantifying expectations, page-5

yup

GSK is paying double digit royalties:

to some medical drugs/proof on concept platforms/ at least stage Phase1 concluded
this is mostly in the exclusive licensing of medical drugs and NOT delivery pathways utilising GSK or licensed IP products

no reference to how GSK may deal with the area of oral health and different/enhanced delivery pathways/mechanisms for such products


How about we wait and see where DD is getting OBJ/GSK and what sort of deal may be on the table if it does eventuate

(I have seen DD and MOU's being spun out for some time just to end in a release saying that the JV was abandoned as it "competes" with "inhouse" pipe-line of products)

I am not stating any event - simply citing scenarios I've encountered - and am just a wee bit cautious these days.

that's all