With recent advances in immunotherapy mainly with checkpoint inhibitors every major pharma is focused on combination therapy to improve response rates and overall survival.
I am wondering who will be more interested in PV-10 ?
So far BMY predicted/projected to be the leader in immuno-oncology space. Based on their pipeline and its collaborations I think BMY seem to have enough in their plate to show interest in PV-10 (my guess) http://www.bms.com/research/pipeline/Pages/default.aspx
Merck: Almost Every drug in the immuno-oncology space, whether it is small molecule or biologic seem to be testing in combination with pembrolizumab. http://www.merck.com/research/pipeline/pipeline-standalone-research.html
Even though their pipeline lacks many potential combinations for Pembrolizumab they are compensated by other small/big pharma collaborations in combination therapy.
Roche-Genentech: They probably have largest pipeline in oncology space and also have collaboration with Amgen, could be to use T-vec as primer IMO. http://www.roche.com/investors/updates/inv-update-2015-06-02b.htm http://investors.amgen.com/phoenix.zhtml?c=61656&p=irol-newsArticle&ID=2055362
Based on their collabation, I am kind of expecting that we might/should have collaboration with another pharma which owns PD-1/PD-L1 for those indications atleast if not more. Any evidance that shows PV-10 is better than T-vec should enhance PV-10 chances for co-development deal. I think PVCT should take a leaf out Amgen-Roche collaboration to make a strong case IMO.
That left us with with Astra Zeneca and Pfize-Merck KGaA.
Other than owning its own CTLA-4 (like BMY), Astra Zeneca doesn't have much in its pipeline.
If their PD-1+CTLA-4 doesn't have similar results to Nivo+ipi then I think they will be desperate to find some thing and also to lock it for their PD-1. Even if they have same ORR as nivo+ipi they will loose it to BMY in big time.
Although Pfizer has quite a few in their pipeline it lacks killer punch in combination therapy IMO, especially with early disappointing result with 4-1BB. It also has its own CTLA-4, but I think they might have abandoned that as they dont have chance to beat BMY with early failure of their CTLA-4 and seem to be realized it. http://www.pfizer.com/research/science_and_technology/product_pipeline
Also, Their collaboration with Verastem is interesting IMO, although their drug is failed in P2. http://finance.yahoo.com/news/study-published-nature-medicine-highlights-122000477.html http://www.fiercebiotech.com/r-d/pfizer-merck-kgaa-partner-pd-l1-drug-verastem-s-failed-cancer-drug
Hopefully they can make a move on PV-10+Pembrolizumab combo data. The big question is whether ORR and PFS data is sufficient to determine and convince the effectiveness or they want to look at OS data ?
Dark horse are those who are very late to the race like Celgene or the one who doesnt own any PD-1 or PDL-1 (Ex: Gilead and Abbvie). Celgene had collabarations with BMY and AZ (mainly for hematology).