The Roche agreement was amended (per the 10-k filed yesterday).
http://www.sec.gov/Archives/edgar/data/1087432/000119312509055456/dex1071.htm I did a quick read of it and noticed the following: 1. Provisions for ITMN being bought out. 2. Roche taking more of a lead in the Preclinical work as well. 3. The clarification to state EACH AND EVER compound from the collaboration. 4. Looks like at least part of the collaboration time-line was extended. 5. It would appear a preclinical compound had already been targeted for advancement.
There are probably a lot of other things Zipjet or someone else better versed in legal documents could gleem from this much quicker then I .