Yeah it's real interesting. BMS already have a rationale for acquiring VLA given the preliminary data on the Yervoy/Cavatak combo. The only caveat is that it's not data for Opdivo/Cavatak which we all know Opdivo is going through some turmoil. As for Merck, well, it all rests on CAPRA and STORM. Clinical trials are full of uncertainty so any kind of result could come out for them. I would think that it would make more business sense for Merck to see solid combo results than simply acquire outright. Who knows.
VLA Price at posting:
$1.12 Sentiment: None Disclosure: Held
