Indeed a reasonable view. However, I don't see NWBO necessarily tied to the COVID/economic crisis. If someone comes up with a successful COVID antidote, there will be demand despite economic depression. Death is the driver. Same with DC VAX L. If it is the paradigm game changer, there will be demand. Death is the driver. Yes, there is a valid counter. How to pay for it? However, I am sure that ways will be found to handle this through insurance coverage, special government programs, etc. For those that have a terminal disease they will move heaven and earth to avoid/delay it.
Further, in his calculus, Duffy knew the financial situation of NWBO. Of course, he could not have forecasted COVID. But in going to NWBO, there were all sorts of risks that did not plague a big company like Merck. I am sure he stashed something for a rainy day in jumping over to NWBO a veritable start up like company.
I doubt Duffy suddenly got cold feet due to the economic fall out, especially if NWBO hits a grand slam. However, the economic fall out considerations become a factor when coupled with unsettling misgivings concerning the degree of success of the trial. I think that is where he got cold feet and COVID/economic concerns tipped him over. The only way we will have closure on this and all things NWBO is the answer to the only important question at the ASM:
WHAT ARE THE TLD RESULTS?
Especially with the departure of Duffy which is concerning with a cover story that is hard to buy NWBO needs to instill confidence. A "no show" TLD at the ASM just kills it. JMHO
