isabouttime, AstraZeneace is certainly not in the pole positions for a possible acquisition.
It is however in a pole position for PD-xx+bavituximab combo's that will move the needle. SO in a scenario where PPHM keeps itself from being acquired (the scenario with the MANY smaller partnerships/collaborations) which is a kind of "new era going it alone model" not to be confused with the old going it REALLY ALL Alone model) then AZ is in a pole position.
PPHM is going to want to business as does AZ and what they can sell is a COMBO.
PPHM will by than hold the SOC for Doce+Bavituximab vs Doce alone and Opdivo/Keytruda alone hands down. So the other BP's are going to see their revenues shrink in those conditions and the new kid on the block that can beat that is Chemo+Bavituximab+PD-L1 (Durvalumab in the case of AstraZeneca).
And then we will have to see at what extend a PD-L1+Bavi works better without the chemo, smaller doses of chemo or that is doesn't work better without.
Their AstraZeneca will have a HUGE advantage if the others don't start Bavituxmab combinations.
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