RE:Sanofi's M&A plans of insulin company hit by FTC delay"As Sanofi works through the FTC delay, all eyes in biopharma are focused on how the agency will rule on another deal: Pfizer’s proposed $43 billion acquisition of cancer drug developer Seagen. Thanks to an FDA approval in 2020, Bavencio became a standard of care as a front-line maintenance treatment for bladder cancer patients who’ve responded to a round of chemotherapy. Then last week, the FDA approved a combination of Seagen’s antibody-drug conjugate Padcev and Merck & Co.’s PD-1 inhibitor Keytruda as a front-line treatment for bladder cancer patients who can’t take cisplatin-based chemo.
For Pfizer, holding both Bavencio and Padcev in bladder cancer would probably have raised some eyebrows at the FTC."
Notwithstanding Pfizer's above referenced divestiture of Bavencio, Pfizer is developing a subcutaneous administered PD-1 immune checkpoint inhibitor (sasanslimab) that would benefit from the ICI being combined with ONCY's pelareorep, as would other ICIs including Bavencio.
Therefore an acquisition of ONCY's pelareorep by Pfizer or another Big Pharma company with immune checkpoint inhibitors (ICIs) would ptentially result in the acquisitor to not only be able to combine pelareorep with their ICI but also be able to out-license pelareorep to of Big Pharma companies be used with other ICIs, CAR-T therapies, bispecifics and antibody drug conjugates (ADC), and small molecules like PARP and DK4,6 inhibitors,