This is a hypothesis but perhaps Merck was much "better" than BMS at specs for their trials. So the problem BMS saw earlier on was bound to happen to Merck as they enlarged their population size. If this were true than I/O for all companies needs strong partner drugs to be the next evolution in cancer treatment.
VLA becomes more valuable IMO for I/O companies as they need a combination (hopefully VLA) to make this work. The question is will we have the same issues as we increase our sample size, I have dreaded the statistically probability of one day seeing a setup back in one of our trials.
I get the only potential way forward without a current buyout is a pivotal study, but wow is that a tough road if the study is prior failures.
VLA Price at posting:
78.5¢ Sentiment: Hold Disclosure: Held
