[This chart comes from today’s Rodman webcast. It is identical to the chart in #msg-23625770 except for a change in colors. The new chart uses red to denote plasma proteins and gold to denote mAb’s.]
GTC Charts: Another not-so-subtle change is the Partnership bar. Besides being added, it is unusually long and hints that such partnership may have already been etched "in jello" months ago. (Hence the obvious Q4 upfront cash modeling; this first-look model may actually be a conservative guess on GTC's part, with a resultant more/less conservative update hinging on some variable such as Topline data or "other.")