And just a quick fact check on Roche.They have anti-PD-L1...

And just a quick fact check on Roche.
They have anti-PD-L1 product (different from the anti-PD1, like Ketruda), Tecentriq, with total revenue ~USD4.2B.
Roche surely wants something to amplify the sales volume with Tecentriq, like adding Efti.
The patent and clinical principle of Efti is covering all PD-1/PD-L1 agents for combination. So please do not worry about we are binded to Merck alone. Here I can imagine the competition tension is in place.
In terms of Lag3 product, Roche only has one PD1/Lag3 dual blocking antibody in house and is still in dosage escalation stage. So way behind where Efti is standing now (I also consider Efti is a complete different class of drug when comparing with the Lag3 antibody).
Plus, the below is the speaker on the session. So Marc has just been to Aisa lately?



Last, just to remember, the online disclosure of ASCO abstract will be 24th April. A lot of things are cornered up in the last two weeks of April?