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Re: longfellow95 post# 242550

Thursday, 09/05/2019 7:06:00 AM

Thursday, September 05, 2019 7:06:00 AM

Post# of 732790
Longfellow, I’m aware of your sentiments regarding ICIs and distaste for Big Pharma. What if NWBO was acquired as a subsidiary or a majority position and allowed to operate independently to develop their DCVAX platform until such time its success would replace Keytruda? This would allow Merck to have a pipeline after Keytruda runs its course.

BMY and Gilead both have around $80B market cap. BMY bought Celgene which in turn bought JUNO for $9B whereas Gilead bought KITE for $11B. Merck is the $200B gorilla that has yet to follow with a major acquisition and I think they are hungry for one, IMO.

Thanks for your incisive analyses and humour you bring to this board.

Pedal to the metal

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