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So you’re advocating for production of 17,179,869,183 variants of the vaccine in order to achieve personalized? Or for sanity sake in production do you think they’ll minimize it down to a manageable amount of variants? Which hopefully achieve efficacy with a manageable toolbox of vaccines.
All things being equal I see the Moderna / MRK news as possibly acknowledgment that Keytruda needs some help targeting. As we know an unrestrained immune system also causes problems.
You’ve already gotten a few good replies to your post. My two cents I think “personalized ” is a bit of a stretch. Perhaps they will have different versions of the mRNA vaccine depending on the patient. But, as a MRK shareholder this is one of the avenues I expect them to explore (and hope for success) as they exhaust all relatively “off the shelf“ solutions before pursuing autologous personalized solution. IMO there is likely a place for both solutions depending on the cancer targeted.
hyperopia, Good points regarding BMY. Long time holder of MRK subsequently added BMY along the way. Both are decent dividend and plays. Along that vein ROG.SW also appears to be a good dividend play. Additionally ROG.SW bing foreign based (Swiss) has the potential benefit of a currency play given the relative strength of the US dollar IMO.
They bought in on the C offering with deferred billing…
Vator, I’ll cop to being one of your 42 denizens (followers). Probably longer than most of the other 41 denizens. And can’t argue with points you and Ike make so eloquently regarding management. I will state I went into this investment with a preponderance of latitude over other investments. I owe BWIS reply from a post last fall that may provide some insight on my rational for the latitude. I’ll alert you to that reply when posted. Need to dig out an Ivy League* B-School article first as it encapsulates a lot of my rational. Expect this may take a few weeks.
*some irony here. My B10 education tells me the amount of Ivy Leaguers currently selling fear (I Know Fear) in media and politics is a statistical anomaly. My education also tells me their doing so because it’s working for them.
Aside form the “big boy pants” question. Would management see as/take as hint they need to open the Kimono* a little more?
*assume Comanche = Commando
Or Rollo Tomasi?
Catching the drift on the grift……..albeit we have some grifters turning it into a performative science/art of sorts on this side of the pond.
Within the frame of science IMO seems NWBO has been slowly increasing the dosage indirectly via patents and such and directly with the MHRA approvals to date.
It’s been the 11th hour (for many NWBO shareholders) for a while. From that perspective the 11th day of the 11th month seems fitting.
Vey cool in an improving (“improves survival”) way.
Very cool and as always appreciated, thanks.
As an investor love the quote below. As the Flaskworks device provides flexibility in the art of manufacturing to “optimize” the end product.
Interesting Roche probably one of the least discussed potential NWBO suitors by/on this board considering their Oncology position as noted by Dr. Zivic. And not a bad dividend play imho, with 30+ years of increased dividends, for lean/bearish market times. ROG.SW is the symbol for domestic (U.S) denizens (other than Maverick) especially the ever growing and colorful park bench dweller contingent.
I’ll assume AF accounted for and included the pediatric portion in his UK market assessment…..as he’s not one to trivialize the little people by pulling out assessments
Real …cool* .
*(Those who cashed out of BBB have some cool cash fun money to play with on other plays)
Very cool, thanks.
And this one hurts. On the supply chain issues affecting all industries there is a looming CO2 shortage that may effect beer production……”Pour me a tall flat one to cry in….”
Yeah I saw somebody else responding similarly to BSB. I’d remind everyone that Duffy went from NWBO to another monoclonal antibody company Regeneron (Noting their monoclonal COVID-19 treatment is no longer authorized as its not effective on the newer Covid variants). Don’t think chemo is the optimal modality to treat all cancers (especially inside the cranium). But, probably has a place and certainly more closely fits “the one size fits all” business model BP is more comfortable with historically. That stated if the acquisition materializes I would view it as a step towards personalized (autologous) therapies for MRK.
Thanks I was about to copy and paste those nuggets. Supply chain issues are impacting everybody across-the-board in all industries nothing new there.
Interesting. As an MRK shareholder I’ve previously stated I expect them to exhaust non-autologous therapies before moving to/on autologous therapies. Certainly gives an idea what MRK is willing to pay for a revenue generating entity with some proprietary art in manufacturing.
And a possible additional contributory factor to the looming popcorn shortage…..
The “media” reference.doesn’t take much guesswork…… Albeit the “media” reference takes pride in their guesswork
Cool, thanks.
AFinceldencel
Interesting coming from Vivek Subbiah (without Buzdar footnoting). Also note his prior tweet congratulating the Annals Of Oncology. Cool thanks.
Possibly one with a funny high-pitched Dr. Ashkan voiceover…
Thanks to you Sojo and others for the effort of toting the TA bag on this course… Seems like we’re playing 36….and one should not get stiffed.
The “Knight King” dude sporting the Humpty Dumpty physique used to liken himself to Colonel Jessup*. Neither fictional character did very well on the wall the latter making a criminal decision under pressure to cover a prior breach in USMC protocol. (Men are more prone to make bad decisions under pressure… Seeing a lot of this lately on this side of the pond)
* Loved the recent tweet from Rago quoting the
I thought Ondra was the proverbial fox in the hen house…….But who’s counting chickens before they’re hatched?
Agree. In a roundabout way without stating it in my initial post I was attempting to convey that Cognate/NWBO was not in the Car-T space. Added an additional edit to my initial post about an Cognate doing project work. So, I agree on that aspect as well.
Bio, initially Cognate had one customer that being in NWBO. Suspect Cognate was working/looking to diversify their customer portfolio when CRL acquired them. Obviously, CRL has a broad customer portfolio making Cognate a good fit. Not to mention the inherent strategic value of the Memphis FedEx hub location for a biologic production facility.
It’s my opinion Cognate had not obtained additional sustaining customers before being acquired by CRL. And it is also likely Cognate performed some “one off” project type work for other customers during this time
As I previously noted the vast majority/totality of his clinical experience will likely be protected under HIPAA policy which includes psychological analysis/therapy.
Solid (pun intended) hypothesis on CI’s.
Cool. So by the rules he can speak at the IET.
With the Flaskworks acquisition is Murthy now a NWBO employee? Or possibly a consultant?
Some Krill filtering….
If I were Mr. Bigger I would possibly make one slight edit to: