Merck to Acquire Immune Design | DVAX Message Board Posts

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Msg  1513 of 1641  at  2/21/2019 7:00:17 PM  by

liuyiiv

The following message was updated on 2/21/2019 7:06:45 PM.

 In response to msg 1512 by  fairvalueforyou
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Re: Merck to Acquire Immune Design

 
read this as well. This is a very intriguing move from $MRK.
 
After NY-ESO-1 based CMB305 failed Tecentriq combo in synovial sarcoma, $IMDZ decided to focus on G100 intratumoral TLR4 agonist for NHL.
 
So clearly $MRK IS interested in activating DCs via TLR pathway AND intratumoral delivery route (also with its own STING agonist). However, TLR4, IMHO, is a mediocre TLR target comparing with CpG-TLR9.
 
1. TLR4 is on cell surface, TLR9 is in the endosome
2. TLR4 is less APC specific, TLR9 is DC specific.
3. TLR4 is a poor interferon inducer, TLR9 is excellent IFN inducer.
 
The first two points will lead to toxicity, and the last point may suggest inferior efficacy.
 
For whatever reason, $MRK decided to buy $IMDZ. The chance of a deal with $DVAX?
 
Will $MRK partner up with another TLR company? Let's see.
 


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Replies
Msg # Subject Author Recs Date Posted
1514 Re: Merck to Acquire Immune Design smittyfrmpa 0 2/22/2019 11:41:42 AM


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