Friday, November 14, 2025 2:10:05 PM
I think you are smart enough to know what makes Merck acquire Cidara. But you chose not to tell the truth. The acquisition is about CD73 inhibitor that can tackle immunosuppresion due to adenosine generation. The top two companies in Baker Brothers' portfolio are also developing CD73 inhibitors.
Cannot you see it? Winterfell project is part of the symphony. Wait and see the true nature of the Winterfell that Merck will disclose probably very soon.
Merck has been trying to build an ecosystem centering around DCVax by placing $40b over the past five years. Though the collaboration with Moderna is just the cover of Merck's true motive.
Now it seems like Yorkville is trying to build its own ecosystem around DCVax too. I am certain about Merck on this regard. As for Yorkville, I still need more observations.
Cannot you see it? Winterfell project is part of the symphony. Wait and see the true nature of the Winterfell that Merck will disclose probably very soon.
Merck has been trying to build an ecosystem centering around DCVax by placing $40b over the past five years. Though the collaboration with Moderna is just the cover of Merck's true motive.
Now it seems like Yorkville is trying to build its own ecosystem around DCVax too. I am certain about Merck on this regard. As for Yorkville, I still need more observations.
$NWBO
— d_stock (@d_stock07734) November 14, 2025
LP said the following at ASM last year. All the BPs in oncology business know about DCVax.
But we have said in every presentation, we are eager to combine DCVax-L with these other combinations. And so one of our many priorities, for the going forward period, is to do… pic.twitter.com/Xd4DoTdY7C
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