RE: Is radio silence on 737 a strategic move prior to a T/O offer?16 May 2024 09:56
This has long been my opinion HBD - I have highlighted, a few times, that the Sareum pipeline would make an ideal R&D pipeline for a major. GSK was always my favourite for doing just this although AZ have form with 737 and is acutely aware of 737's capabilities in combo. I note Sareums strategy as stated on their website, but, logically, what else could they have as a stated strategy. Once we have positive data from 1801 it follows that 1802 is safe and 737 is a known entity to some.
I would also imagine that Sareum would not want to administer multiple licenses should it be retained - although they would do if forced to.
One thing is for sure, once data is released, it would be unwise for any major to allow the grass to grow beneath its feet.