Ann: Clinical Trial Supply Agreement with Merck KGaA and Pfizer, page-104

Pfizer/Merck get the exclusive rights to negotiate with IMU because they own the drug we are trialling. Remember IMU could announce another trial with a different company who owns a PDL1 inhibitor.

But it’s likely upon any success that Pfizer/Merck will pay vaults full of gold to partner up for exclusive rights to target every Her2 expressing cancer that a PDL1 inhibitor will work on.

Make no mistake this is monster news. LC will tell us today how long she expects this trial to run before we get news of our first CR.
Remember she will be validating all the markers to show the combo drugs effectiveness.

Let’s ask Whatmighthavben just how much woukd such an effective treatment for Gastric Cancer be worth. At least US$10bn would be a starter. A paradigm shift is underway.

$2.86 doesn’t seem that far away to me. I also suspect that the PD1Vax trial gives us a good clue to the likelihood of success in this trial.