Apr. 9 at 3:18 PM
$CDTX $SLS flow.
The Move: Once the 80th event hits and shows a "Cure Plateau" (which the current 72/80 delay suggests), Pfizer makes a
$15B pre-emptive bid.
Buying Sellas gives them the "Standard of Care" in AML and a “plug-and-play" vaccine for their entire oncology pipeline.
The Result: This sets a
$15B floor, effectively telling the market that "the science is real."
2. The "Defensive Wall": Merck (
$55B Max) Merck is the “Deepest Pockets" player, but they are playing Defense. They have a
$70B revenue target for 2030 and must replace Keytruda patent expiring early 2028.
The Move: Merck cannot allow Pfizer or AbbVie to own the WT1 platform. If Pfizer or AbbVie own GPS, they could potentially block Merck from using it in combination with Keytruda.
✌️❤️🩹🙏
