A question doc, do you think BP believes it will be cheaper to partner with NWBO rather than a B/O? I don't understand how Merck has not bought them out considering they only have keytruda monopoly for 2 more years.
"Keytruda profits for merck this year 2025
Merck's Keytruda has been a significant contributor to the company's profits in 2025. The drug's sales reached $8.14 billion, marking a 10% increase from the previous year. This performance has been attributed to strong demand for Keytruda as a treatment for various cancers. Merck's full-year adjusted earnings for 2025 are expected to range between $8.93 and $8.98 per share, reflecting the company's strategy to offset revenue losses from the upcoming patent expiration of Keytruda in 2028."
When LP talks about a franchise, do you think she means NWBO will be the only company to allow dc-vax/ keytruda combo after 2028? Is LP playing the 2 year long game?
Interesting to see yesterdays dilution being absorbed by the market.
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