Bristol Meyers may be interested in DCVAX-Prostate (partnering or out right buying).
Just a thought.
1. They will have a lot of cash as they unload the diabetic business.
2. Believe it or not, drug combinations can be added for a late stage trial.
So, Bristol Meyers Squibb could take DCVAX-PROSTATE and add their PD1-PDL1 adjunct for a phase 3 trial to make a potential 100% effective drug against prostate cancer.
3. I've seen this done before, where one adjunct is switched for another in phase 2 or phase 3, or simply first added on in phase 3 in other types of drug trials. See Halozyme PegPH20 for an example.
4. What would be the purpose and motivation for Bristol Meyers to partner with NWBO on DCVAX-prostate?
* While DCVAX-L and Direct may also benefit from BMY's adjunct therapy, they will not want to sell partner off their 2 lead platforms until they know the results. Nor would BMY want to partner on those therapeutics until they know the results. However, there sits this discounted but highly effective large post phase 2 trial drug, DCVAX-PROSTATE, confirmed with another 100 patient University study, but it needs someone else to pay for a 3rd trial and enhance that trial with an adjunct. If successful, BMY may find that it temporarily has an advantage over its partner's (NWBO) 2 lead (and by then approved) biotherapeutics -- but only for prostate cancer therapy.
Yet it gets better for both companies. They both benefit from their new combined patent protection and BMY may in fact get first dibs at then partnering its adjunct with DCvax-L and DCVax-direct to make an 80% efficacy rise to 100% efficacy on all cancers. The DCVA-Prostate/BMY PD1 pahse 3 trial would be their template to successfully carry out the adjunct trial for L and Direct.
The prostate cancer market is huge, and DCVAX-Prostate is sitting their ripe for the picking from an adjunct biotherapeutic drug maker. The first one in the door may get a hell of a lot more than just that prostate partnership.
Now amplify that if BMY buys Novartis and others with anti PD1 and mAB therapies. Then you might get the 2 biggest oncology companies to arise from these technologies.
