Now that we have the template for a potential deal involving a Myc inhibitor in combination with an immuno-oncology platform, we can begin mapping comparisons. BMS paid US$1.25B including US$800m upfront for control of a IDO immunotherapy developed by fledgling Flexus.
Lets begin mapping;
- the science around the target was thoroughly researched by academics but the work hadn't been translated by Pharma due to inherent complexity in drugging the target.
- the IDO drug program was preclinical.
- the IDO drug program had a data set that had the potential to be best-in-class.
- the IDO drug program could potentially be used in combination therapies potentially adding value to a whole portfolio of immuno-oncology assets.
- a competitive process quickly advanced deal discussions once Pharma became aware of the potential opportunity.
Could a best-in-class preclinical Myc inhibitor make an even bigger splash than an IDO immunotherapy? It could all be over by mid 2018 with a jaw dropping announcement.
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