Merck on the prowl for new drugs, page-8

A drug that you would think Merck would be most keen to acquire is Cavatak for combating superficial bladder cancer. For the last few years, the two suppliers of BCG, the only product to give some relief, has been in extremely short supply, or not available.
http://www.ashp.org/menu/DrugShortages/CurrentShortages/Bulletin.aspx?id=915

The two suppliers are Sanofi, who claims there will be new supplies mid year, and Merck. Both companies claim to have experienced 'manufacturing difficulties' and despite their claims of new supplies, not much or none has been provided. So patients have no product to start new treatments. (see article.)

In this scenario, you would think Merck is desperate to gain new, effective drugs to assist. The latest update we have on the CANNON trials was on 9 Nov, 2015, in which we were told that one of three patients on the highest dose had complete response. This trial is now closed and VLA said that another trial was underway with a sub-therapeutic dose of chemo.  

Can anyone give some idea of when we may have updates on the combo trial - my understanding of bladder cancer trials is that responses are quick to determine...ie in a few months, which would be about now if a reasonable cohort had been enrolling last Nov.

But what's next? There is a huge unmet demand for effective drugs to cure superficial bladder cancer, Merck was a supplier but can't now supply, we had $20 mill in the bank last Nov and now have close to $50 mill in the bank but we have no Ph 2a, 2b or Ph 3 trials to confirm proof of efficacy. Don't we need these asap?