Patience69 ... I agree with you.
Competition and the size of the market shares at stake will put pressure on big pharmas to move before their competitors. Merck's Keytruda, that has to discriminate among patients in search of specific genetic profiles already has 250MM$ sales/year in NMIBC.
BCG has been able to dominate for 40y due to underinvestments in R&D in the bladder cancer indication, as per Dr. Jewett. If we hit 70%+ efficacy numbers, no one will ever want to waste time and money to try to improve such numbers. So that would mean we would dominate for decades. In negociations, TLT would be aware of that and would set the price higher than the usual 2-6G$US deals.
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patience69 - (5/3/2022 10:58:26 AM)
RE:RE:Reading MD&A
I cant help but agree with your opinion Science. To me it is not too early NOW to take a run at us. Those on the board who are way smarter than I have concluded that we are destined to get BTD with very little doubt. The trend is going the right way is the word. Do we not think that Novartis , Roche, BMS & of course Merck can see that too? Whoever collaborates or jv's with us will dominate. Perhaps for decades. Would you sit on your butt & wait until someone else does it if you were one of them? IMO something will happen well before BTD.