Davy, I think this nuanced analysis is at the nub of the value proposition in this ann. Large sunk cost borne by majors with no return. V cheap (from their end) piggy-back combination with a high potential drug candidate may create an opportunity for these majors to get some return on their investment in Gastric.
Bavencio is/will be in combo trials with plenty of others for the same reason (i think Keytruda was in 200+ combo trials for various indications), but this arrangement is a ticket to a lottery, for a ticket to the dance. And that is worth $$.
Ann: Clinical Trial Supply Agreement with Merck KGaA and Pfizer, page-129
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