"2) If Dr. Wolchok has a CAR-T clinical trial ON HUMANS ready in the All Solid Cancers category (he'll pick one, possibly the same as in his pre-clinical work on the subject) then GILD/KITE and PPHM have met on the subject and QUITE A WHILE AGO (otherwise you would not have a trial waiting only for the green light of the company to run it).
3) If GILD bought KITE in August 2017 then that happened while Dr. Wolchok on CAR-T+PtdSer-Targeting pre-clinical results were available[April 2017]. Based on paper dates, presentations and the needed filing for such presentations, the time needed to check the results and write presentations, posters and papers we can rest assured that Wolchok's work was known to the sponsors GILD/KITE and PPHM somewhere in 2016.
So PPHM is in a VERY STRONG position. They say they are selling and so put pressure on GILD because GILD knows something that ROCHE/NOVARTIS can't possibly know because GILD's drug was part of the CAR-T+PtdSer work. GILD doesn't want competition but to keep it that way will have to pay fair price.
SO PPHM isn't selling at all. PPHM is saying they want to license or sell because at that moment they are ALREADY in the process. And they know GILD wants PS-targeting ALONE (as did Novartis say about acquiring new combo candidates - CEO on CNBC "we don't want to share profits").
And possibly that is where RONIN got wind of all this because they are interested in PPHM since end past year...."
My comments:
1) We do not know with any degree of certainty that the "clinical trial" experimental design Dr. W said was completed last Thursday in Baltimore is for the subject matter of the quoted matter above. I did not ask, nor did Dr. W tell me, what indication(s) is/are incorporated in the MSKCC design.
2) The rest of the quoted matter above is speculation, predicated on assumptions for which we have no current documentation to prove. We have no evidence to prove that PPHM and GILD/KITE have ever met, particularly as early as 2016.
3) How do we know Dr.W's pre-clinical work with his Ludwig Cancer team[the poster data presented at AACR 2017] was known to GILD/KITE in 2016?
4) I do not recall that the GILD/KITE therapy modality formed any part of the Ludwig Center preclinical mouse melanoma work in the poster presented at AACR 2017.
