Avid Bioservices Inc (CDMO)

[Protector]

north4K, you know that even if GILD is interested in Liver Cancer they will have to fight Sorafenib (Bayer-Onyx).

B-O have the advantage to already have PII data of Sorafenib + bavituximab and Yopp is consultant for Bayer and at UTSW running PPHM's Liver Cancer trial.

Running, not recruiting.
Primary completion date DEC 2015 so assuming they need 3 months to compile and process data and prepare FDA PII meeting we may hear from this the coming weeks/months. IMO PPHM will NOT start ANY Liver Cancer CT without a specific Liver Cancer Partner/Collaborator.

I am not saying that it is impossible but for GILD to get into Liver Cancer it will probably not be by getting hands on Bavi (that is not sufficiently Liver-Specific). They may have a Sorafenib competitor in sight and possibly think about a COMBO with Bavi and try to go for a new SOC. If they do that they become a direct competitor/challenger for B-O because we know that the COMBO's will change the landscape the coming decades.

Maybe GILD has some IO for Liver + Bavi in mind?