Avid Bioservices Inc (CDMO)

[eastcoastguy]

I think AZN is playing a game of catch up in the immune/oncology space. They persuaded a major exec with BMY to jump ship and now we see AZN talking excitedly about their partnership with PPHM. I wouldn't be surprised if PPHM/AZN becomes more than non-exclusive once data reads out.