Merck made $20.9 dollars last year from Keytruda. I don't have the data about keytruda market share in checking point inhibitors in 2022. Keytruda only works for hot tumors which account about 20% of solid tumors. In 2021, keytruda took about %54 of the CI market. DCVax works for all types of solid tumors. Seems the number 20 is far too small.
Recall LP said that there was once a collaboration with BP. But they treated us like beggar and LP had to walk away from the deal. I am guessing most likely that BP was Merck. Why do I think it was Merck? In July, 2016, Dr. Linda Liau published paper showing that the DCVax-L combined with PD-1 inhibitor was working great on animal model. Then later there was a PR saying that the same combo would be used in a trial on colorectal cancer. But that trial was never materialized.
Merck needs NWBO to maintain its momentum. NWBO doesn't necessarily need Merck to thrive. I would prefer Baker Brothers making huge investment in NWBO.
Thanks for the post. At this point no need entertain offers until final verdict from the USPO on the combo patent. Once this is obtained, then let fun begin on any tendered offers. Sustainable revenue is not far off, relatively speaking. All my opinion.
My sources are telling me that Biogen offered $45/share along with a CVR worth up to $13/share contingent on Les Goldman appearing on the Big Booze show and telling the world that UK approval is literally days away.