Absolutely, these phase 1 data lay it out clearly that Amgen did not have much clinical information, good or bad, to base their decision on. It strongly supports my understanding that it's a matter of prioritization on Amgen's part.
As for Merck? We do not know the status of potential discussions. For all we know, they could announce a partnership tomorrow. I think the prostate data are hypothesis-generating, and worthy of further consideration. Repeat those results in a larger study, and you'll have a really compelling picture for ADXS-PSA.
Frankly, that's what's had my interest as far as Merck is concerned, and the other minor collaborations they're opening up with ADXS give a glimmer that there is something brewing behind the scenes.
Of course, don't get me wrong. Merck doesn't care about us in the least, and a different partner may transpire. But MRK and ADXS are definitely making interesting innuendo with these collabs.
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