I will not be happy if they can only use $3 B in cashe to buy ONCY. I don't see a middle tier company being able to buy ONCY. If REO works as the preliminary data we can see indicates, only a big player will be able to afford it. The only scenario where a smaller pharma could have it is if only one or two indications squeak by approval. I think it is more likely that three or more indications will double the OS compared to the SOC. This would be unprecedented in oncology, and the bare minimum price would be $10B.
Does anyone have any feel whatsoever as to when we might receive the next update? Should we be expecting 12-week scan data, 18-week scan data, PFS numbers, OS numbers ....? Obviously, no one really knows, but educated guesses are appreciated. It sure would be nice to have something to look forward to, even if it's months in the future.