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Zadie420

07/20/22 7:52 AM

#496457 RE: olekbolek #496456

You may be right. We will find out later. I am in camp of JV and partnership. This feature adds more value to Merck as well as NWBO and at the same de-risking the investment. Merck buying seagen is another story. Are they getting back their investment in seagen????
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The Danish Dude

07/20/22 7:59 AM

#496460 RE: olekbolek #496456

If that's the case, they're playing hasard with the future of their Keytruda revenue, since DCVax-L will increase its efficacy with probably most pd-1 inhibitors and thus Merck are willing to let BMY or Roche get the first shot at obtaining NWBO.

That would be in line with Kevin Duffy having wasted his time getting Keytruda into the UCLA SPORE 1 project, the combo trial with DCVax-L, instead of Opdivo (Nivoluzumab) from BMY and Linda Liau having already presented great results from this combo trial at three occasions.

But you ARE correct.

Merck would never be allowed to obtain NWBO for a price tag of ridiculus $30B.
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KIPK

07/20/22 8:37 AM

#496469 RE: olekbolek #496456

Wrong again, OLEK.. lol...
VERY LONG NWBO
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dennisdave

07/20/22 8:42 AM

#496470 RE: olekbolek #496456

Seagen is Keytrudas substitute thats clear

We are many years away from Merck buying DCVAX L years.
First DCVAXL needs to be approved by all RA's then we need 2 solid years of revenue.

Even after MHRA approval, Merck is not going to pay more than 15 billion for NWBO and LP is not going to accept anything less than 25 billion.