Dave,Roche already has an existing approved anti PD-L1,...

Dave,
Roche already has an existing approved anti PD-L1, Tecentriq.
Doing about Us$3 billion a year with all the usual side effects and tox of a mAb. Would lend itself very well to combination. Could send a big shot across the bows of Keytruda.
Then add a combo with Perjeta another existing Roche drug also struggling to make headway.
And of course a combo with Herceptin.

Instantly improving existing sales over Us$10 billion a year with those 3 becoming" far safer, kinder, gentler" treatments and with greater efficacy.

LC has said many times, to paraphrase, " we will look to combine with the pharma whose existing pipeline fits best for combos to advance the B cell platform"

Roche is the standout, money ain't a problem.
And still the market has growing pains, blindly unaware how much closer this becomes.