Alright guys, help me understand just exactly what

Alright guys, help me understand just exactly what you think is going on here. This latest LinkedIn post from Dalton means we have another big pharma company that will be selling our patch? That is what it looks like to me since Dalton has been talking to Merck for a while now. So that means we have two partnerships or JVs with two different big pharma companies that are direct competitors? Very confusing because this is not normally the way these things work. Any thought out there?