RE:RE:RE:RE:RE:RE:RE:Merck KGaA/Pfizer's 90 day exclusivity period in effect now The details around Bracelet & timelines, have become blurred.
They did confirm full enrolment, I believe last Quarter update if not before.
They did not do a N.R. On enrolment, just a causal comment.
Matt also said, the data was being sorted, analyzed etc. To prepare a report to Pfizer.
They have a legal contract, in- place giving Pfizer 90 days exclusivity of the data.
Since both sides of the contract would certainly contain various non- disclosure agreements, I suspect there will be no announcement of the 90 day start period.
As notable said, it would make sense based on what we know, that timeline has started.
The caution ( from both onc & Pfizer) is this.
Many combinations of outcomes are possible.
Best case, the onc/ Pfizer drug combo works great.
Worst case the combo provides little to zero efficacy.
in the outer edges..could be the Pela arm helps considerably, but not the Pfizer drug arm.
or the other way around.
The most compelling clinical results, have been out of the Goblet pancreatic cancer trial. That being with Onc & Roche.
So, we coukd very well hear. Absolutely nothing out of bracelet. Or a partnership offer from Pfizer.
like I said. By end if Dec/ mid Jan , there will be very little left to discuss, analyze.
Yes, there still is the Irene study with Incyte, a few studies with multiple melanoma & CAR- t ?
That said, the in- place big ones, are the Phase 3 MBc & recently mentioned pancreatic cancer with Roche.
It has been a very long time. Many delays. However. The end of road is very near.
Dec 6/7 , hopefully brings on more excitement than the Goblet/ panc cancer.
regardless. For the MBc phase 3 trial to start, they must have a partner, or buyout.
A.N. Will be publicizing phase 3 background Dec 6/7. at the San Antonio cancer symposium.
logic would conclude Onc needs a business development deal, announced by Q1 of 2023.
They have set the timelines, however often changed. Regardless, the road has an end.
I see that ending not too far off. Hopefully with great resuLts.