amg63
actually you were - by omitting information.
You are entitled to you opinion and back of the envelope calculations.
At this stage - as I have no idea what products GSK thinks could benefit - I also have no basis/comparison to draw any conclusions nor make back of the envelope calculations
I usually wait for official confirmation that something actually is a confirmed JV/license agreement and what shape and form it takes and take guidance from the companies involved
but that's just me..................
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