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Fred Ors answer to D. Novak

[Breakthorough]

"Frederic Ors Thanks, David. Just as a reminder, the studies is done in collaboration with Merck. So, we are not making decisions alone on the interpretation of the results. And, obviously, Merck has a lot more information than what is published and that we have access to in terms of PD-L1 correlation in DLBCL. And so, we are very confident that the highest level of responses that we have combined with the fact that there are no responses without PD-L1 is statistically significant and different from what they have seen and what their plans are currently." https://seekingalpha.com/article/4388574-imv-inc-imv-ceo-frederic-ors-on-q3-2020-results-earnings-call-transcript?mod=mw_quote_news

[qwerty22]

That's super helpful. The suggestion here is that the data they presented yesterday PLUS data Merck holds privately is what supports the path forward. The point being the data presented yesterday is not enough on it's own. We have to trust in Fred he has this right. He went on to say something about already being in advanced conversations with Merck, I don't suppose you could copy

[alexmed95]

JimBirchenough And then just one final question, what - what's the go-forward plan with Merck and getting supply locked up for a pivotal or maybe getting more than that in terms of their contribution? Have you shared the results with them? And any sense of where that relationship might go? Frederic Ors Sure, Jim, we, obviously, as we are planning to propose a design to the FDA very soon,

[Breakthorough]

Here it is... "Sure, Jim, we, obviously, as we are planning to propose a design to the FDA very soon, we had to anticipate that and have started, some time ago, discussion with Merck, so we're quite advance into those discussions. And we'll update the market when we reach a point where we can talk about it."

[qwerty22]

That's it thanks. If there is something solid behind that statement then that's the path forward and it'll be a good one with an 86% ORR in their back pocket. It's up to Fred to flesh this out now.