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Dynavax Technologies Corporation Message Board

bigredkachina 3 posts  |  Last Activity: Jan 21, 2016 10:54 PM Member since: Aug 12, 2005
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  • Reply to

    TLR Validation

    by bigredkachina Jan 21, 2016 3:26 PM
    bigredkachina bigredkachina Jan 21, 2016 10:54 PM Flag

    Nah, I've been around, in and out since pre-Tolamba. So if you know what Tolamba was then you know what I'm talking about.

  • Reply to

    TLR Validation

    by bigredkachina Jan 21, 2016 3:26 PM
    bigredkachina bigredkachina Jan 21, 2016 3:31 PM Flag

    SHOULD READ: as the inhalable component is what AZN is expert at

  • bigredkachina by bigredkachina Jan 21, 2016 3:26 PM Flag

    Seems to me that the big picture is the validation of DVAX TLR potential not just for HepB but also for cancer immunotherapy w/Merck and inhalable asthma treatment w/AZN.

    As to the asthma, Dynavax could NEVER have done that alone, as the inhalable component is what Merck is expert at and that is the delivery system for the drugs.

    And the SD101? Being done in conjunction with Merck and their Keytruda.

    My takeaways are that TLR technology has the potential to enhance a lot of diverse environments. It will reach across disciplines and perhaps obsolete some old approaches. There's a good chance that is the case. The second takeaway is that Dynavax needs big partners to unlock the potential. Even more importantly for the DVAX investor, the Big Partners need Dynavax and their TLR9 mastery.

    It was encouraging to hear Eddie Grey say they 'were keen to partner'.

    Thinking purely in terms of what the takeout number would be to take them out today, I would say $2b would do it. Eight months from now, with FDA approval for Heplisav and preliminary positive results leaking from the trials with Merck and AZN, who knows what the takeout number would be. Probably north of 2b. Maybe way north.

DVAX
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