as drugs progress from early to mid and late stage

as drugs progress from early to mid and late stages the odds of success go up dramatically. Accordingly the odds of the upfront and milestone payments go up proportionally. The revenue stream you point out is precisely that opportunity and it's increasingly likely to drive the price of the stock permitting up listing and make the future financing of new and progressing trials cost effective, a virtuous cycle if you will. This is the promise that has kept me invested in this co and I will also say that the entire operation looks much more professional with the addition of Dr B and the other new hires. The short term risk is an early trial failure before significant trial success but I think the Co has minimised the odds by focusing on the increasingly likely near term success of P and B.
I would love to see them do a deal with K for ovarian, even if it's not a great deal, just to speed up K franchise development as there are many other indications for K the company could pursue. There is a patent expiration cost to going slow into late stage development in addition to financial costs that need to be balanced. The current pace of development could easily be leap frogged by larger players as interest grows out of our early stage progress.