IMM 1.49% 34.0¢ immutep limited

Efti/Keytruda combo future, where to?

  1. 25,427 Posts.
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    Howdy everyone, been thinking about this for a while:
    Immutep/Merck collaboration, Tacti 002 trial initiated by Immutep with Merck supplying $18M
    worth of keytruda, with Immutep doing the rest....
    Retail value of keytruda in USA is $150,000 per annum USD for monthly treatments costing $12,000USD.
    OK, for this trial I doubt it would be supplied at retail, so I assume there is probably a $30M allowance
    by Merck to give Immutep a chance to prove Efti is an advantage to keytruda in successfully treating patients.
    Therefore, I wonder what is Mercks threshold, given other majors entering the same field, some already with Efti,
    some without and will Merck bite the bullet and jump if next tacti-002 data is positive given the lure of patent status.
    Personally, I think there is a better than even money chance, but that means nothing....
    tuts, yd, Hodgie, coco et al, interested in your thoughts of what Mercks tipping point could be if any?
 
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