NorthWest Biotherapeutics Inc (NWBO)

[VikingInvest]

REGN likely offered Duffy a job he couldn't refuse in order to TRY to get an advantage when it comes to a partnership with NWBO. Merck, however, offered NWBO a deal it couldn't refuse when they replaced Bristol-Meyers in the combo trial. Merck knows what they have and will not let this slip away. If they get exclusivity when it comes to the most important cancer indications that they currently use Keytruda for as well as a few other where Keytruda has yet to be proved efficient, they can outbid REGN and others. I can't wait to see what kind of deal we will see for future trials and how it will be structured by the parties. Keep in mind that SP and MC means nothing in a partnership deal that does not involve equity or very little equity. JMHO