Personally, I don't think it is to flush out Merck. They don't need to do that anymore since the combo Her-Vaxx/Keytruda trial was announced as Merck has shown their interest. If anything, I believe that Her-Vaxx combo announcement flushed out Roche. Hence the sudden left field announcement for this PD1-Vaxx/Tecentriq combo trial for PH1b.
I have always believe Roche would be keeping keen eye on IMU simply because of Leslie Chong connection. And now, sure enough, Roche plus a couple of their employees have come over to IMU to look after their 'asset'
The move by both Merck and Roche have also validated IMU's B cell platform. Each of them have staked their claim with one drug candidate. And if those combo trials comes back with a successful outcome, that is when I believe the feeding frenzy will begin. In biotech term, it shouldn't be too long now
Personally, I don't think it is to flush out Merck. They don't...
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