“A strong signal from small trials will get AZN or Roche to bite...”
That would be Nemo and JAWS!!
If Roche bites, it could hold the prize, AZN likely could not.
AZN could quickly become the ‘I-O Combo Special’ for a MobyDick like JNJ or PFE looking to get an accelerated entry into the I-O combo market.
If AZN managed to (even temporarily) get anti-PS in-house, it could be a lucrative secondary hold.
I believe the primary signal that is being sought in the small trials is the actual extent of the ‘Brekken Effect’ in human patients. I think Dr. Brekken,TexSW, is a straight shooter when he makes claims that come from his lab work. We need to see how it actually translates in trials.
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