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biosectinvestor

02/01/24 3:02 PM

#669305 RE: exwannabe #669303

Thanks ExW.

I don’t think that means what people seem to think it means based on what sounds like were superficial reads.

Does sound like a general ballpark and it makes sense if you’re growing a portfolio of potential drugs with great prospects yet unproven, and further the conversation, related to Daiichi to collaborate also has critical substance as well.

But as for buyouts, it’s always about the product, its capability and what the sellers are willing to take for it if they can control the sale and the acquirer doesn’t want the mess of a hostile takeover, which BP typically doesn’t really want with these small drugs with complex issues around transfer.

Interesting but not as dramatic as some make it seem. Reasonable targets for Merck to enunciate.
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Doc logic

02/01/24 8:25 PM

#669413 RE: exwannabe #669303

exwannabe,

Key word “collaboration”. Key example “Daiichi Sankyo” maker of a product expected to be tested in combo with keytruda and murcidencel (DCVax-L). Key take away, likely no buyout of NWBO yet by Merck but collaboration not out of the question and potentially being very indirectly pointed to. Maybe all the building going on in Pennsylvania should have been asked about by dstock; ). I would love to see the body language seen to that question being tied to NWBO. Best wishes.