This is so correct. It is the reason why bavi is not dead but needs to be in the hands of someone with the resources to run many trials. Nobody is going to do that for a bunch of money upfront or with PPHM running the show.
BP knows that bavi + doce trial compared Bavi/doci to bavi/placebo/I-O. They also know that when I-O was added to the bavi/doci combo those patients still haven't reached OS (of course this would mean we are trusting Tustins data).
Ronin knows all this, plus Exsomes, plus Avid, plus BBS, etc. What a field day. Take power at the value of Avid and then make deals on the rest. No risk and big potential upside.
Let's be clear here. The current team did this to themselves with their go it alone strategy and unwillingness to partner for a piece of the action. Not saying the system is fair but you do have to recognize until it changes you have to buy in.
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