RE: Whats Happening1 May 2024 19:25
I think the deal Lindy wants is on immunobody as a whole, judging by what she said in the 2022 AGM.
So, assuming the SCOPE trial continues to produce results well beyond those produced by the 2 CIs alone (around 50% ORR), it may be well be possible. How such a deal would be structured is anyone's guess and, of course, it takes two to make a deal.
She probably wants to wait until iSCIB1 results are released, since this has the long patent life. So, for SHs, this means a wait until at least the 4th quarter this year and probably beyond this for a possible deal.
Inevitably, if no further glymab deals are done in the meantime, the SP is likely to decline slowly. Bad news for those wanting a quick return this year, but good news for those who have faith in the science and see it as a buying opportunity. However, we may see stunning results for the SCIB1 + 2CIs cohort in Q3. This should re-ignite the interest in SCLP.