RE:Is a deal/buyout in 2022 realistic?
Maybe, but Roche has some breathing room because Pfizer probably going over data and now Pfizer has to consider what Roche data in Pancreatic means for them. Merck's Keytruda Pancreatic cancer/ Pelareorep trial was considered a failure, but some of the patients were still alive apparently long after trial ended as Matt got call from trial docs. So does Merck come into play at all. Doug Loe has had Pancreatic Cancer built into his model for ONC for awhile now and he was right. It was based on the Keytruda/Pelareorep study keeping some Pancreatic patients at stable disease for awhile. ------ Is Merck worried at all that Tecentriq/ Pelareorep combos could affect thier Keytruda block buster revenues? -------------------- "Bottom line. Our model already incorporates advanced pancreatic cancer as a target indication for pelareorep, probably to be administered with Tecentriq in future Phase II/III studies, and so insights shared during the KOL webinar while informative do not materially shift our ONC valuation or rating/PT. Pelareorep was previously shown in a now-published (in 2020 in Clinical Cancer Research) 11-patient Phase Ib trial to exhibit partial response in some patients when co-administered with a different checkpoint inhibitor drug, Mercks pembrolizumab/Keytruda, and our current pelareorep forecasts for the indication were materially informed by these data before GOBLET-1 data were published."