Media Thread, page-6132

Seams to me a seagen style deal was one option considered by merck for imugene albeit with different numbers. Instead they settled on a supply agreement. It seams they are pivoting away from imugene though and forgoing this option and the supply termination fits into that scenario. Nevertheless, the seagen deal still needs to be concluded and imu's hervaxx results are now released and superior to seagen products. So anything could happen. Further they could still buy hervaxx for say 5 or 6 billion us and add it to the seaGen suite to really firewall thier keytruda product. Particularly on early results from imus keytruda study if successful. If they will buy seagen for 40billion why wouldn't they buy thier superior competitor for a lazy 5 or 6 bill? Particularly as their competitors Roche and merk Germany are still on board with imu...

so I see this as a development that makes imu hotter and more intriguing.