Media Thread, page-4140

I am of the strong belief that Merck would want to be sure that their investment will come good. So very likely if any takeover action is to happen, it will only come about after a successful Her-vaxx/Keytruda trial. I don't know how long that trial will take but should take around 6 months once it begins. So at earliest, it would have to be in the last quarter of 2022, if any such action should occur.

And if my speculation should come to pass, then the takeover price won't be that low. It will have to be around the US$50bn mark, give or take a few billions. Reason is quite simply that the success of Her-vaxx will validate all the other B cell candidates such as PD1-vaxx, TIGIT-vaxx, etc. All these candidates will be worth that. And that is why I believe Merck won't bat an eyelid offering that because they would hope to get the CF33 and CD19-CF33 platforms for free. The last thing they need is offering too low and results in competing bids from other big pharma.

Bottom line, Merck has fired the first shots. Others will follow. There will be a stampede soon enough. Just wait for all these shenanigans to end.