Tryn2,
Very interesting thought. The rumors of Merck buying Seagen for $37B was in the summer of this year. News reported that their BO discussions stalled over price was in late August. It was July 20th that NWBO filed Form 8-K creating the Preferred C shares. Given Merck's familiarity of DCVax, it is very possible DCVax was an impact.
My speculation on what maybe was going in Merck's thinking is, how to best invest $37B:
- Seagen is a ADC technology platform (and existing licensing royalty revenue stream), is a delivery mechanism to deliver chemo. I believe the tech has been around 2 or 3 decades, many competitors (IMGN, Sanofi, others), chemo is not immunotherapy, still has issues with toxicity, and doesn't appear to be a "game changer". (Correct me if I'm wrong on this).
- DCVax is a personalized immunotherapy, game changer, tech platform, importantly with a non-toxic profile. With approval for GBM (likely SOC), it will be an 800 pound baby gorilla that will grow over the next many decades. Competition will likely also be limited because NWBO has a broad patent portfolio, plus all the other attributes, too many to be named, that is discussed on this board.
The key takeaway for me is the scale of money and investment we are talking about is $37B.
Bullish
News 
Market Data 
Discover 
