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CrashOverride

11/11/22 12:40 PM

#530728 RE: W_W #530724

No lower than $80 per share for this platform technology.

X Master

11/11/22 12:44 PM

#530732 RE: W_W #530724

There is nothing stopping Merck from buying NWBO. They are currently running a trial with Keytruda. Simply extending the patent on Keytruda is worth BILLIONS per year.

exwannabe

11/11/22 12:46 PM

#530733 RE: W_W #530724

The only uncertainty which stops Merck or other BP to buy NWBO is official verification of the science which is JA, and it is any day now.


Regardless of the question of Merk even being interested, you are wrong about how BP will vet a buyout.

The BP will go through the actual data (under an NDA). The peer review does not have access to that, they have to take what the authors write at face value.

I will give you two examples I know of from direct experience where the peer review missed a friggen huge problem.

One was PPHM. They had ran a randomized mid size P2 in NSCLC and the published results looked good. Turned out somebody goofed and 2 of 3 randomized arms had been swapped. Oops. Well, ABBV was looking to buy them, but digging into the data they saw the issue that others had missed.

The other was DCTH where nobody saw an issue until the FDA looked at the NDA data and saw that certain batches were killing people, and nobody knew why.

A peer review from a top journal (not JTM) will mean a lot. But BPs want more.