tech2000, I wouldn't take it UNLESS I get shares of whoever is going to sell Bavituximab.
I will also not allow myself to be lead to think that because SUNRISE was stopped because of an anomaly in the control arm (nothing to do with Bavituximab) that anything changed regarding the value of the IP/Pipeline of Bavi.
Furthermore I'd advice everyone to read the presentation, publication and slides that cjaddy posts. I know that for some of you they may look like Chinese at first but if you UNDERSTAND what is said (and is said now by PLENTY of people, not just like before only Dr. Thorpe) then you will see that with focussing on I-O+Bavi combo's we are tapping in the REAL potential of Bavituximab and later BetaBodies.
The reason that world renowned parties as Memorial Sloan Kettering (MSK), National Comprehensive Cancer Network (NCCN) are on board and that AstraZeneca entered two collaborations with PPHM and Dr. Birge published in Nature Magazine, etc is because of what is detected about Bavituximab IN I-O, not because of its performance in CHEMO. Hence no wonder that after stopping SUNRISE they are still on board and increase there involvement. Possibly there are releaved chemo is of the table.
You heard Hilary. Drug prices are going to be under pressure. In Europe too. A 150K$ for a full treatment for about 2 years survival if you are a responder (30% for Opdivo) is expensive. If the price must go down then the way to keep the income is to increase the number of responders. Opdivo+Yervoy (about 250-300K$ per treatment) has even less responders and AstraZeneca is going to invest in a comparable combo with their PD+CTLA molecules.
But 150K$ if you get AUTO-IMMUNE RESPONSE (that means your cancer DOES NOT COME BACK) that is another thing. Then the 150K$ saves your live and does not just prolong it 2 years. Well IN THAT 150K$ there is going to be a part for Bavituximab because OTHERWISE there isn't going to be any AUTO-IMMUNE RESPONSE. So 10 Billion$ is a joke but some will out of desperation and not understanding what is going on take it indeed. This is the moment to MOLD them into such decision.
The industry is check-mate on that one and they know it. For now they could stop Bavi from the market with some hanky panky but if AstraZeneca or any other BP gets its hands on Bavituximab it is GAME OVER. And in that aspect I'dd like it to be GILD of course because we have seen with HIV that they do NOT hesitate to bring CURES to the market whereas the others like to bring enslaving drugs to the market that you need to take for very long periods if not forever. With AZ we don't know but posibly they can make so much money out of there I-O program if they have Bavi that they might not care that you get cured for THAT SPECIFIC cancer.
And finally, whit China, Russia, India, etc out there at some moment the Bavi molecule is going to show up ANYWAY, so no way BP is going to keep that from us. The CONCEPT is out and other biologists/chemists can also make a PS-L binding molecule if they don't have to worry about patents.
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