I’ve voiced my thoughts on MK for the last couple of years - I think there are a lot of items the company should be more forthcoming with.
I’ve learned this - the less they tell us, the more they are struggling. Smith is bolstering their submission with independently verified information to satisfy the safety and efficacy profiles, which should have been done years ago. The lack of info regarding the India trials had me digging into the regulatory approval process - check out the nature of academic studies not requiring DCGI approval. The hook is that they cannot use these studies to bolster future approval submissions - I would venture that, as usual, MK bulldozed this route and later found out that he actually can’t legally publish the material results. They then circled back for DCGI approval for an actual clinical study, and lo and behold, India wants more information.
I’d say we’re 6 months - a year away.