An interesting article here on the pricing, and pricing power dynamics of treatment "cocktails" in immuno-oncology:
http://www.fiercepharma.com/marketi...cocktails-cost-it-s-all-about-value-execs-say
Including...
"AbbVie’s Neils Emmerich agreed that the best drug combos are likely to come out of clinical collaborations. Companies would have more freedom “if they own … two or more assets in a package compared with owning one,” said Emmerich, who heads up search and evaluation in oncology at AbbVie worldwide. Owning the package would allow them to work out pricing and reimbursement on their own.
“But in the end, it comes down to what are the most promising combinations, where 1 plus 1 is significantly greater than 2,” he said."
Makes the sum of Yervoy (ORR around 15%) and CAVATAK (ORR around 30%) of 80% VERY sellable. I'd love to see Malcom McColl set up an auction like Innate Immunotherapeutics has. See http://www.asx.com.au/asxpdf/20160418/pdf/436l29g99hrkrn.pdf particularly slides 8 to 12.
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