Revised REGN-SNY collaboration agreement, how will prosper?
REGN's anti-LAG3 and anti-CTLA4 alone or in combination with Cemiplimab are back to REGN, as well as BMY's Yervoy (P3, 1L NSCLC in combination with Cemiplimab,
anti-Muc16 bispecific (ovarian) still belong to REGN (P1/2 does not have SNY as sponsor, SNY still participate on R&D with open options for right to co-develop), also for anti-BCMA bispecific (MM).
For 4 large IO indications: Prostate, breast, colorectal, and pancreatic SNY has no any collaboration with REGN. Also, out of picture is costimulatory bispecifcs.
Instead SNY is refocusing IO on their own in-house candidates, CD38 and anti-TGFrbeta.
Results is that REGN R&D IO budget/spending must increase, and majority of the risk is now on REGN. Obviously, this was *clash* of the two culture and two different approach, or inability to pre-select from two in-house set of candidates.
Who will come out *smarter*, is there answer at all????
Is REGN managm's ego so strong that they can not confess when they are/were wrong????? |
