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Posted On: 05/20/2024 6:47:15 AM
Post# of 148878
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I have seen nothing to support the notion that MRK is pursuing a BO of CYDY.
The holy grail for Merck would be a drug that has a long patent life still left on the original patent instead of per indication like leronlimab. The downside is almost all other drugs work against a single target. You might get PD-1 blocking with Keytruda combined with an ERK inhibitor but it leaves out everything else that leronlimab does.
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But while that pathway has the potential to eventually generate a very high sp, it will also involve far greater risks for ultimate LL approval and the sp than a BO at a reasonable discount against potential value.
If the NIH is interested enough to fund a drug it will lend a bit of credence with the FDA . The NIH is more likely to fund diseases like NASH or Long Covid that has no drug approval.
Big pharma is likely to give potential value short shrift when the share price is so low. They'll be trying to determine what the lowest price is that the shareholders are willing to accept.
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