PAB's lead product has demonstrated "Synergy in combination with Lenalidomide" - that's a Celgene owned drug therapy.
I would suggest that this is partly what drove Amgen to instigate the investigator sponsored combination trial with PAT-SM6 and Carfilsomib.
I think Celgene could still make a play for Patrys, despite the announcement of the above trial. The above isn't a licensing deal by any stretch so PAB isn't tied up to one company just yet. I think someone else mentioned that Celgene is a $67 billion dollar company. It would be well and truly in their interests to take us out now, and thwart Amgen's ambitions in this field.
So, while we are awaiting an announcement of the investigator trial, it's entirely possible that Celgene makes its move and swallows us whole. This is a huge market and they'd be fools not to take every possible measure to protect it. They've had a little time since ASH to ponder the developments and now would be an ideal time to strike.
I wonder if Amgen isn't also thinking about this very possibility?
All imo:-)
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