Any ideas of what news drivers are next? When we might hear about the PI results for T131 and T487, and PII results from T607?
Snip from 10-K: "Merck is advancing a compound with potential activity against the human immunodeficiency virus, or HIV, through its clinical development process, and we believe that this compound resulted from our collaboration prior to the two-year anniversary of the expiration of the collaboration." No milestones, only royalties, so not a big near term deal, but why wouldn't they know, rather than merely believe, about the origin of the compound? Is Merck really allowed to be that secretive?
Also, the window for picking an anti-inflammatory compound (presumably the oral NF-kB regulators in preclinical development) from the Roche collaboration closes in July, and if neither company picks something, the collaboration ends. Thoughts on anything coming from this program?
TIA & Cheers, Tuck |
