Speculative M&A Transaction Analysis, page-771

Nice list, mate.

My wish list is as follows:

1. Immunotherapy umbrella trial in all cancer types and at least Keytruda and opdivo

Here is the approved indications for Keytruda:

Breast, Melanoma, NSCLC, DMMR/MSI-H Metastatic Solid, Head And Neck Squamous Cell, Urothelial, Colon, Rectal, Esophageal, Certain Gastroesophageal Junction, Cervical, Renal Cell, Endometrial And Cutaneous Squamous Cell

Here is the approved indications for Opdivo:

Melanoma, NSCLC, SCLC, Malignant Pleural Mesothelioma, Renal Cell, Hodgkin Lymphoma, Head And Neck Squamous Cell, Urothelial, DMMR/MSI-H Metastatic Colorectal, Hepatocellular, Esophageal, Gastric And Gastroesophageal Junction

There is a lot of crossover there.

2. Targeted therapy umbrella trial in major earners for each class
- Some of the highest earning targeted therapies with the greatest number of indication approvals are focused on HER2, VEGF, VEGFR, BRAF/MEK, CTLA-4, and BTK.
- Bisantrene has already demonstrated excellent synergy with VEGFR and BRAF/MEK inhibitors, so maybe they will be the focus.

I generally don't think a single cancer approach will be a smart move by RAC to maximise value in the shortest time possible. Therefore, trials that include a wide range of cancer types demonstrates that this is not a one cancer drug and is in fact a broad acting, broadly synergistic molecule.