Whatever the real financials around the specials are. It totally sucked for complete lack of transparency to us NW longs of the specials commercials from having it go thru Advent, even though there may have been very legit legal reasons for it at the time. Now there will be mixed sources of revenue for NW and they no doubt like it for legit secrecy of cogs purposes for competitive reasons that we will not be able to know how the overall revenue comprises the different streams. It would be much better for shareholders for that to be made quite clear but that is not LP's style.
It will be hard to know how low if the initial dc-vaxl commercialization stream is very low for however many quarters. Maybe that's good for the stock price if it's very low for very many quarters but I'd sure like to know that. Anyway, it's putting the cart before the horse here to even assume the approval is certain. If it is, the stock sure doesn't know it yet, sigh. It would have been nice to know more about the specials program than we could see in the tiny revenue that was dribbling in to NW, assuming there was more to it than it appeared.