RE:New Video on BTI's WebsiteNeed to view it again... but my initial thoughts at first view:
- slightly different characterization of the new MedImmune collab: Rob now puts the emphasis on this being a "licensing" agreement with MedImmune to "advance all the way into the clinic". He characterizes the previous 1.5 year collab with MedImmune as a "yahow!" moment for BTI, that it provided both BTI and MedImmunce "huge validation", was a form of important "due dilligence", and helped to identify the limitations. MedImmune comes into this new licensing agreement "keenly interested", and reached a decision to continue into the "next form", which is to take it "all the way to the clinic".
I DO believe there is a "second" part to the recent press release... that SOME financial compensation was discussed and will be announced, provided certain conditions are met.
Anyway, that's my take. Valuable piece to add clarity.
As an aside: my first thoughts were that Rob reads this board... and ran back to the studio to address concerns raised here. Comes across as a "response" to perceived shareholder confusion, uncertainty....
Lykitis