Just in time, yes the issue of future projects came up when I was making the first version of the spreadsheet, which I put to BB, and on the advice of others left it out. How on Earth do you quantify a project of unknown cost, unknown time to market, unknown sales and unknown probability to market?
So the spreadsheet represents an estimate of the value of the four current projects, and as soon as Alizyme take on something new it'll have to be modified. Note that if they take on a new early stage project, it won't really impact the value either way (as ATL-104 does now), since it will initially have to be assigned a low probability to market, and early-stage costs aren't all that heavy compared to what comes later.
Yes, it should be possible to EPS. Just let me brood over it for a while, and find some time for it. Things are tight enough over here at the moment, but I may have a spare day sometime after the new year when I could work on it.
Hope this helps.