A couple questions/answers. The following are my thoughts and is total speculation.
1) Why would a BP want to be a Franchisee of NWBO?
As we know, most existing immunotherapies are more effective when combined with DCVax-L. Wait, scratch that. Most immunotherapies are amazingly more effective when combined with DCVax-L. Many current immunotherapies will not be able to compete in their markets if they are not combined with DCVax-L. BPs will really not have a choice to be a Franchisee of NWBO. And what's the name of the game? Pay to play with NWBO.
2) How many BPs will be signing up to be a franchisee of NWBO? Short answer... Lots!!!
Let's look at just the Checkpoint Inhibitors like Keytruda and it's competitors. At the bottom are the results from an internet search on Keytruda and it's competitors. The list has 6 immunotherapies counting Keytruda. Will any of BPs want or be able to compete without being combined with DCVax-L? NO!!!
I suspect Merck was the very first BP in line to sign up as a franchisee of NWBO and probably had/has to pay a double or even triple fee. Wait; WHY?!?!?! Because Merck's Keytruda patent expires in December 2028. NWBO holds (or will soon hold) the combo patent (or does Merck?) on DCVax-L + poly-iclc + PD-1/PD-L1 (Keytruda). Merck want exclusivity. Not to be the only Checkpoint Inhibitor to be combined with DCVax-L but the ONLY BP with Keytruda's formulation. So, when keytruda's patent expires, which is right around the corner, other BPs making Keytruda Biosimilars or Knockoffs won't be able to compete because NWBO won't allow them to combine with DCVax-L. Hence the reason for Merck paying double or triple to become a NWBO franchisee. Down at the bottom when it talks about the Biosimilars of Keytruda and how they could alter the market... not true because they won't be able to be combined with DCVax-L. What's the name of the game? Pay to play with NWBO; and pay they will. This exclusivity that Merck has most likely negotiated with NWBO is probably the reason we haven't seen any activity or effort from Merck to extend the patent on Keytruda... because they bought protection with NWBO and DCVax-L.
A couple weeks ago in post #786767 I mentioned that I suspected that NWBO would be prepared to buy back maybe $2 billion in shares during the first 30 days after approval; well, in light of the fact that Merck has to pay more to be a franchisee, we can double the $2 billion to $4 billion which means NWBO is prepared to buy 400 million to 800 million shares. Wow, the shorts & MMs are really cooked!!! There's no way they can prevent NWBO from up listing!!!! And NWBO will still have plenty of money for necessary trials!!!
Thoughts or questions? FUDsters need not reply.
AI Overview *** Question: who are Keytruda's competitors? ***
Keytruda represents almost half of Merck's sales, and a new ...
Keytruda's main competitors are other anti-PD-1/PD-L1 immune checkpoint inhibitors like Opdivo (nivolumab) and Tecentriq (atezolizumab), as well as emerging treatments such as Idafang (ivonescimab) and upcoming biosimilars. Competition also comes from other immunotherapy drugs like Libtayo (cemiplimab) and combination therapies that include other immune activators or novel approaches like antibody-drug conjugates.
Key Competitors (PD-1/PD-L1 Inhibitors)
Opdivo (nivolumab): Developed by Bristol Myers Squibb, Opdivo is Keytruda's primary competitor in the PD-1 space and is approved for various cancers, including lung, renal, and melanoma.
Tecentriq (atezolizumab): Roche's drug is another major player that competes in lung and bladder cancers, utilizing a different mechanism and combination strategies.
Libtayo (cemiplimab): A product from Regeneron and Sanofi, Libtayo is gaining traction in skin and lung cancers, further intensifying competition in the PD-1/PD-L1 segment.
Imfinzi (durvalumab): AstraZeneca's anti-PD-L1 drug has shown promise in improving overall survival in lung cancer patients and may compete through combination regimens.
Emerging and Novel Competitors
Idafang (ivonescimab): A bispecific antibody from Akeso and Summit Therapeutics that targets both PD-1 and VEGF, Idafang has demonstrated superior progression-free survival compared to Keytruda in some trials.
Upcoming Biosimilars: As Keytruda's patent nears expiration, biosimilar versions are being developed by companies like Amgen, Samsung Bioepis, and Bio-Thera Solutions, which could significantly alter the market.
Novel Immunotherapy Combinations: Pfizer, after acquiring Seagen, is focusing on antibody-drug conjugates and other novel combinations that may offer new treatment alternatives.
Bullish
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