Avid Bioservices Inc (CDMO)

[geocappy1]

IMO if we have to wait til the end of 2016 then we are toast. If we don't have movement by the end of 2015 based on early lookin then we have nothing. Plus, we should have feedback on liver as well as some of the combo collaborations.

If we do not hear something soon about enrollment lagging then I would expect a first lookin by mid year next year. Also, if we truly have dozens of collaborations then I would expect some competitiveness amongst our collaborators.

Time will tell. I do expect to start hearing the KOLs use Bavi's name out there when discussing the immunotherapy process.