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Zadie420

02/01/24 8:31 AM

#669182 RE: flipper44 #669180

Great post.

Now send that one to Merck.
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Single Stock

02/01/24 8:42 AM

#669183 RE: flipper44 #669180

V Good - I needed that re-focus
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flipper44

02/01/24 9:02 AM

#669185 RE: flipper44 #669180

I should have mentioned, I added a couple points to the end of my previously posted list, but I became distracted while posting.
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LessIsMore

02/01/24 9:42 AM

#669195 RE: flipper44 #669180

I see that you're connecting dots again smh

I stopped at #1.

LOL
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sukus

02/01/24 9:56 AM

#669199 RE: flipper44 #669180

Great post. Thanks.
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attilathehunt

02/01/24 10:17 AM

#669208 RE: flipper44 #669180

Do you think Pfizer's 43B acquisition of Seagen is a threat?


Seagen is a leading developer of medicine called antibody-drug conjugates, or ADCs, which are designed to kill cancer cells and spare healthy ones. ADCs use antibodies to deliver small molecule drugs directly to a tumor site, which may reduce side effects and offer greater efficacy, according to Seagen’s website.
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erik007tc

02/01/24 10:58 AM

#669221 RE: flipper44 #669180

Awesome post Flipper!
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bas2020

02/01/24 1:44 PM

#669274 RE: flipper44 #669180

Davis reiterated that Merck is interested in deals between $1-15 billion, with the $10 billion-plus range being the sweet spot. The likes of Prometheus and Acceleron fell in this range and that's “still the size of deals we are very interested in,” he said.

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biosectinvestor

02/01/24 2:47 PM

#669295 RE: flipper44 #669180

Great list of interesting factors to keep in mind Flipper.

I am aware of the benefits and opportunity with PLX-3397, and it was one of my earliest topics here relating to NWBO and Daiichi. But I was not aware that it is a key constituent in this cocktail. What is the source for this?

“9. PLX-3397 is a key constituent in UCLA cocktail DCvax-l + plc-3397 + poly-iclc and sometimes Keytruda.”
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iclight

02/01/24 3:06 PM

#669306 RE: flipper44 #669180

Ooooh now I'll make up some BS as to why Nike is interested in NWBO. And it will be as likely as your new loaf of bread.