I wasn't on the train (didn't want to get COVID) so I haven't heard anything, don't have any insight etc etc.. but if you assume there has been some chat as management suggested, it did cross my mind that there could be a little signalling going on here, could obviously be unrelated but interesting comment to be putting into market at this point.
I gather that would be a licencing deal for one indication, otherwise I guess we'd need to keep talking
FYI for reference the balance of the comment was to the effect that deals that were larger carried risk (I guess to integration and financially) if efficacy/delay issues played out
DYOR
The Final Countdown, page-43
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