which means the fat lady has not definitely sung yet on pam. to garner and get a good pam partnership, fgen will need more solid data which means large p3ns and obviously stat sig resutls. supporting pam results in pancreatic cancer wouldn't hurt either.
Manufacturing for Pam is going to require a massive investment. But maybe that's why they need to partner.
Very clear reference by Neff during the CC of wanting to combine pamrevlumab with a PDL1 (in oncology). So, I wonder if that pushes those with a PDL1 to the top of the list of likely partners. And of those with a PDL1, I wonder if Roche is perhaps the most likely given that they have a key PDL1 and I believe also have a broad fibrotic focus. (If just PD-1 would suffice and doesn't have to be PDL1, then I would certainly think of BMY as well but Neff very specifically referenced PDL1.)
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