Thanks for the notes and links. I looked a bit at some of their filings and presentations yesterday and hopefully this weekend will do a lot more.
Their royalties are small but their burn is pretty small too so it doesn't take a lot to show a profit. I don't think they need a blockbuster but several nice mid sized drugs (or potential for) would be sufficient in my book.
The deal appetite is something that I need to get comfortable with. Companies that do a lot of deals (and especially using their stock to do so) IMO need to have especially good management (strong on finance and high rate of success).
Market Data 
Markets 
AI
