All big news really waits on ability to ramp. If you want big number partnerships you need proof that you can supply the product at a reasonable price to eventually meet the demand. No partner wants profits to be held back by lack of ability of the other partner to produce the product at sufficient scale. This makes everything make sense including the delays to announcing a partnership apart from the fact that big pharma checkpoint inhibitor sales are making them boatloads of money right now and there is every incentive not to want a reduced price due to combo cost considerations. Best wishes.