The "idea" of the meeting is baked in imo. The catalyst of getting a partnership after said meeting is no where near baked in. And really, the "if" factor of the meeting is also no where near baked in.
The market simply wants to see action on the pipeline and that it can move forward without massive dilution. 1 deal, that's all it'll take imo.
So, in a nutshell, we're just waiting on news.
And then the fun begins.
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