Pfizer or Roche as jv partners for the NMIBCAfter failures, Roche and Pfizer have a 2nd chance to put their feet back into the bladder cancer indication. Too much money to make, I doubt they will pass this opportunity to oust and displace Merck in this lucrative indication, by inflicting Merck a 3-fold defeat; the end of the nureliable BCG, the end of construction of the new BCG plant, the end of Keytruda in this indication.
Advancing TLD1433 in early stage would also displace BCG, a market worth 17B$US. Not to mention MIBC too.
Merck would only have an incentive to stall TLD1433 market penetration and keep BCG alive and keep manufacturing it.