Trying to make sense of this delay in MM clinical information.
I really hope that there was great trial data and a big partner would like to have the product and keep GTCB as manufacturer. I wonder if this product is too hard for even Merck to produce without GTCB. The US HD phase III can't come soon enough to give a big pharma partner confidence in approval of this drug with GTCB manufacturing.
The thing that disturbs me is the surprise that data is not being released while looking for a partner. Is this common and what is the rational? I'm sure MM knew a long time ago (before they decided to release the data now) that if the trial came out great MM would need a parter. So why now the announcement of looking for a partner instead of the clinical data? A big pharma company would want to justify any lucrative partnership with a public release of great data anyway. Usually bad data is kept under wraps and delayed.