Hmmmm...remember alphapuppy’s post about a middle-age man he saw and met at June’s ASCO, and had a small talk... not an oncologist and is from Philadelphia could it be Michael McNally? Who is Merck’s President of Global Vaccines and his Linkedln shows Greater Philadelphia area.....................
Thanks for your sleuthing.
I did notice like everyone else Alphapuppy’s remarks!
It did peaked my interest back then: clearly highly unusual and suggestive!
At the time was too VAGUE: As the Philly area and a 80 mile radius encompasses a wide swath of Drug Co’s where when I was working there are many all day Drug co presentations analyst/money manager
Have you sent a reply to Alphapuppy or even Photonic5 both of which could comment re the photo Michael McNally.
Pending both commentary these are elaborate investigative documented meetings that finally get up the corporate ladder for R&D head Perlmutter to go thru the Pro’s/Con’s vis a vis their corporate strategy: armies of highly skilled professionals from various key depts chime in re Merger/Acquisitions done in secrecy.
Hard to value! without Top Line
BUT with Top Line: PRICE is HIGHER!
Best to do a Partnership deal: $ Upfront on a trial + Earn Out with various milestones ala Roche deals
To do a buyout before Top Line that would satisfy CEO Linda Powers?
AND
The other side of it: have to justify valuation to their Bd of Dir; Institutional shareholders appears to me to be A STRETCH!
Way too speculative.
Seriously one has to remind themselves of the City Trust? London CEO Linda Powers interview: “What does Big Pharma have to offer except money ....
GO BIG or GO HOME!
Or the hire of Dr. Kevin Duffy is her inscrutable way of indicating we aren’t hamstrung as we have the talent to Do a lot of it ourselves!
So there are OODLES of MASSIVE ISSUES that need to be addressed BEFORE one get’s OVER EXUBERANT.
Let’s walk versus RUN until more is known.
NWBO is “in the catbird’s seat “ although it’s priced for death by the marketplace
Though not fully detailed in Michael Nally's linkedin profile. a previous head of global vaccines for Merck [below] identifies herself being based in Upper Gwynedd, Pennsylvania
A routemap search from the Merck location in Upper Gwynedd to the greater Philadelphia expo centre [used just for example purposes] shows just a 27 minute drive [12.9 miles] so in terms of locality it is certainly not beyond the realms of possibility that it could well have indeed been Michael Nally. just IMO, which would be interesting.
Even if it was a leader from BP, I’m sure she knows all of them. However, it doesn’t necessarily mean anything more since I’m sure they have been doing management updates for years. It would be nice if that was the case though!