Avid Bioservices Inc (CDMO)

[Protector]

I like this slide the best of all.


It clearly shows some interesting things:

1) BMY doesn't has an anti PD-L1
2) Astra Zeneca has all 3: anti-PD-1, anti-PD-l1 and anti-CTLA-4
3) M2 Macrophages, MDSC's, Axl, TIM-1, TIM-4 or TIM-3 all bind PS.
With Bavituximab no need for Axl, TIM-1, TIM-4 or TIM-3 specific products because it bind the PS Ligand.
4) Roche-Genentech is missing in the Downstream column? Why? They have those anti's too!
5) Merck doesn't has the CTLA-4 and cannot mix a competing cocktail against Opdivo+Yervoy but AstraZeneca can (plus Bavituximab if they are smart).
6) Many companies took a strategy that includes binding to the T-Cell (a DANGEROUS approach as we have seen from the side effects). CTLA-4, PD-1, TIM-3 and B7-H3L all fall in that category.

I think that Bavituximab + the AstraZeneca PD-L1, CTLA-4 and PD-1 is a GOOD collection to cover the hot zone of the combo's in the current state of the art. There is only ONE alternative company that could have delivered the same range (and more) then AstraZeneca and that is Roche-Genentech. Strangely AstraZeneca and Roche-Genentech are/were some behind on BMY and Merck. Something tells me that will not last.