They topics covered in the Lag-3 symposium may have a huge impact on the direction of immunotherapy going forward.
Although Merck, BMS and other are not presenting they are listening to the presentations.
Conceptually it is a lot easier for me to understand the direction IMM took with eftilagimod concentrating on APC immunologic identification of cancer antigens. This approach seems critical to success.
Roche will present after Marc Voight starts the conference.
Roche's Novel Bispecific Checkpoint Inhibitor Antibody to Preferentially Block PD-1 & LAG-3 on TILs Whilst Sparing Treg Activation is far from approval. It has yet to show the doubling of response rates by eftilagimod with already approved PD1 inhibitors.
With a market cap of $350 billion and profits of $20 billion Roche could buy Imm for $50 Australian a share with ease.
And this would be far less then Roche paid for Genentech.
Will Roche take a look at Marc's presentation and make an offer?
Stay tuned
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