AI
Monday, January 22, 2024 3:32:24 PM
As a matter of fact, the freezer facilities at Merck are not the reason that makes believe the potential partnership. There are two main things that are really interesting to me.
First, it was the back and forth contacts between Merck and Timothy Cloughesy after BMY got the combo trial and was ready to start the trial. Then after the last contact with Timothy Cloughesy in March 2021, there was no other contact at least until the end of 2023.
Second, Merck struck the deal with Daiichi claiming it was because of Daiichi's ADCs. Did you check the depth and breadth of the collaboration between Merck and Seagn? Take a look at the data on ADCs from the Seagen's trials and make a comparison with the ones from Daiichi. You will know Merck's true motive.
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