Avid Bioservices Inc (CDMO)

[Krakonos]

north40000 just wondering about "something" after reading this section from INDUSTRY OVERVIEW which you posted early today.

Oral presentation of Phase I nivolumab plus Yervoy (both BMY, NC) combination data in RCC (#4505) is also likely to shed light as to whether an all-immune checkpoint regimen holds potential beyond melanoma. Initial results from the Tafinlar/Mekinist (now NVS, NC) plus Yervoy Phase I combination trial in BRAF melanoma (#2511) should offer clues as to whether targeted small molecule combinations with checkpoint immunotherapy are destined to be the path forward in oncology drug development.

What is that "something"?

Possibly BMY delayed start of what was announced in today's PR to gain a leg upon us.

Answer can be only provided by those running our IST for melanoma WHY it started almost 4 months late. For example BECAUSE BMY didn't provide Yerovoy in timely manner.

Big "IF".

"If" our IST was started early in January maybe we could have had also oral presentation for ASCO 2014. Too late now and I understand that submission was in early February. Who knows what can be learned in short period of time to submit for oral presentation.

It just bugs me that we might have been derailed once again.