Bell Potter estimates a licencing deal 1Q 2018. A licencing deal has been the communicated strategy for a long time. Going alone to P3 would be a deviation to the plan IMO, and certainly doesn't fit with the stated aim of best speed to market.
At the end of P3 they still need a deal. There is no way they could manufacture at scale and have the marketing and supply chain structure to sell to market without Big Pharma.
I can't see why they wouldn't do a deal now. Managing the upfront payment and milestone payments manages risk on both sides. If they can't get the price they want - you would have to wonder why not.
I'm invested on the expectation of a deal before P3 and out if they go it alone.
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