Merle Ted
09-22

$Alphabet(GOOG)$  Google's core business aside, PDSB and Patrick Soon's cancer platform looks stronger than HPV+ with 3x survival rates in head-to-head comparison. No FDA approved drugs, but double the response and survival rates for colorectal cancer. Very clean safety profile for this late-stage oncology platform, and excellent data in hard-to-treat prostate cancers. All trials were performed by NIC, NIH, Mayo, and MD Anderson. There could be a potential bidding war for the Versamune platform, with Merck, AbbVie, or Pfizer possibly outbidding Patrick Soon for it.

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