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Springbok80

08/29/23 1:43 PM

#626160 RE: VikingInvest #626138

The breadcrumbs that are Kevin Duffy's moves, in the past two years or so, lends me to believe that they are in talks with more then one BP. If I am wrong you can hang me out to dry.

dstock07734

08/29/23 2:09 PM

#626172 RE: VikingInvest #626138

NWBO and Merck could have a deal at the beginning. But that deal was off the table. IMO, Merck is not so important to NWBO any more. We can see how desperate Merck wants to diversify its products. Paying $10.2b to get a company which targets two rare diseases with market size of $20b this year is a perfect illustration of the desperation. NWBO most likely would treat the same all those BPs which have checking point inhibitors including Merck, Roche, BMY, AZN. But special partnership could happen between REGN and NWBO.