north40000, GILD would be a good party for PPHM IMO. They have proven that they do NOT mind to bring a drug on the market that isn't one you have to take for the rest of your life. Of course that puts them on a"what's next" stress as the bulk of the patients are treated and only new patients maintain revenue.
Bavituximab has that 'immune response' aspect that may not be appreciated by those who like to pump you up with their IO drugs several times. If all patients are cured for THAT SPECIFIC CANCER in 1st line (cured =cancer gone, no relapse) then 2nd and 3rd line treatments fall away.
GILD who will certainly find out that Bavituximab (and Beta Bodies) are not one trick ponies but are good for many cancers and also has potential in viral and other treatments, might identify a long term strong income. before all the FOOT-PRINT enlargement effect of bavituximab will interest them because what competitor doesn't want to increase its # of potential patients that respond to its drug.
If the statistics are true that 1/5 in Europe and 1/3 in the US gets cancer then the supply of patients remains. That is different from hepatitis statistics or HCV etc.
However, I remain under the impression that GILD cannot EASILY pick-up PPHM. Pfizer and JNJ/Jan will be contenders. BOTH have a catching up movement to do in oncology and immuno-therapies specifically. So it is clear that partnerships and acquisitions will be the short path to target. GILD has the disadvantage that their shareholders will expect again an acquisition in the 3.5-5Bil$ range with the SAME return on investment and leverage as GILD just did BUT with PPHM that is not going to fly. That might be psychologically difficult. Roche already did a TWO-STEP acquisition ones, with Genentech, and may be open to more creative formula's as long as they get what they want.
I would also not be surprised to see a group (say AstraZeneca+Roche-Genentech+Novartis) to form to secure Bavituximab and aim for the #1/2 positions that are held by BMY and Merck. BMY on its own is to small to compete with the big boys for PPHM but Merck has some possibilities.
SO SOMETHING WILL HAPPEN, question is when and what? But PS-Targeting will NOT go away and PPHM has all the IP unencumbered.
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