I'm trying to find the "competitor"
a bit tough
one might be cirmtuzumab, which got orphan drug status in June
its possible that its one of those get it off the market plays
results for that company drug came out today also https://seekingalpha.com/news/3632323-new-data-on-lead-drug-propels-oncternal-therapeutics-up-78https://seekingalpha.com/news/3632323-new-data-on-lead-drug-propels-oncternal-therapeutics-up-78
which is odd because that Merck take-over would have to have started to be orchestrated some time ago
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