Thursday, April 16, 2020 9:31:47 AM
As you know, when JR first brought this to our attention, I simply concluded that we couldn't possibly know the why's and wherefore's
(other than my reference to NWBO needing to do a quick stock check of the secret sauce cabinet) and left it at that.
And I've really only re-engaged in the debate, because there is sod all new to talk about.
But thanks for the DI response.
And although it's coming through the lens of an IR guy, some of the wording is interesting.
'We move on no worse for having worked with him.'
Why did he say 'no worse' and not 'better'?
And; '..for having worked with him.'
Why didn't he say; 'for having him work for us'?
Now if the two firms had a common agenda, and that was along the lines of using Duffy to devise an SAP that would be acceptable to the FDA, then why would Merck want to help NWBO getting the SAP accepted?
Well, if a partnership / buyout was in the works, then you could see why that may be so. If Merck became partners in, or owners of the DCVax platform, then they would want the L trial to have a successful outcome. And presenting an acceptable SAP to the regulators would be part of that. It would save a few years delay, compared to an SAP that received negative feedback, maybe even calling for a new trial from scratch.
But if the two firms actually had different agendas, and the Merck agenda was a covert agenda, well then we would have a very different kettle of fish.
And I will refrain from any further reading of the tealeaves in that kettle of fish, at the moment.
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