FWIW, NKTR's 118 slide at last year's JP Morgan presentation showed that AZN projects the market for OIC drugs at $6B, so there should be more than enough potential revenue for different types of OIC drugs to share:
• Oral drug with high relative bioavailability • Peripheral opioid receptor antagonist targets underlying cause of OIC and preserves analgesia • OIC market represents ~$6 billion in annual global sales* • Partnered with AZ for significant milestones and significant double-digit royalties • AZ targeting start of Phase 3 - Q1 2011