RE:RE:RE:RE:Combo tests with anti PD-L1 chekpoint inhibitorsInteresting thoughts, indeed. I've also thought that it doesn't necessarily need to be one of the existing PD-L1 therapy companies that woudl be interested --of course, they should be as if it works it would propel your therapy into uncharted cold tumor territory. But it would be most appealing for someone looking to get into the immuno-oncology field with a more unique and differentiated approach that would allow them to capture the expanded IO cold tumor market all to themselves. If it's the same size as the hot tumor market, then they have $30bil to go for!
You'll recall that a quick search I did found there were something like 30 or so companies developing PD-a and PD-L1 therapies. There were an equal number in China alone. They're really focusing on expanding the immuno-oncology field there. I don't think it would even cost you a whole lot to do a combo trial.
I guess one of your points is that you'd want to use an approved PD-L1 to make the trail "easier", and that makes sense. Play the two sides off each other and go for the best deal! Time for these boys to get out there and really push super hard for something with that IO finding. Even Dr. Meric-B mentioned it as one of the juggerrnauts in oncology drugs.
One last. tidbit -- I assume that whole presenation was done with LifeSci Advisors filling in. I thought that was a pretty slick overall webcast and done with out an in=house IR person. A few screw-ups with the person hitting the slides not always knowing it was adding an element to a slide and not moving to the next slide. But I think that only happened once with Marsolais.