Replies to post #244840 on Biotech Values

[dewophile]

I feel like the GILD IMMU deal hurt those negotiations. Hard to find a meeting of the minds on price after that whopper of a deal for a one trick pony ADC newcomer

[vinmantoo]

The MRK-SGEN deal reputed to be nearly done last summer (#msg-169332904) can probably be dismissed after MRK’s ADC collaboration with China’s Kelun-Biotech today:

That disappoints me, although I don't think we can rule it out a deal with MRK or another big pharma.