So Tecentriq was discontinued in 2023 for use vs. breast cancer, yet Tecentriq plus Leronlimab saved four women after several failed courses of treatment. Which would mean that Roche could probably benefit from licensing Leron for breast cancer more than any of the other ICI makers: at the moment they have literally zero sales in breast cancer (unlike other ICI companies), but they could license a drug that either 1) makes Tecentriq more effective than any other checkpoint inhibitor, thus pushing it past the big boys in the market or 2) is so effective on its own that whoever licenses it goes to the top of the heap.
The MOA described would make one think it's the first possibility, but either one would make more valuable to Roche than it would be to any other checkpoint inhibitor.
So is the answer Roche in the hall closet with the kitchen knife?