Avid Bioservices Inc (CDMO)

[Protector]

sualco about

But you seem to be still inside the Immuno-oncology 1.0 box, focusing only on solo therapy, as if that were the only approach, and the only stock to buy.

Not only is this a correct observation I would even say more:

The complete BIOTECH INDUSTRY agrees that mono-therapy was the step-up/step-in and that combination therapy will be what is needed and bring the better solutions.

Novartis CEO on CNBC, AstraZeneca in their new strategy PR announcing the end of their mono-therapy pipelines to concentrate on combination therapy, recently ROCHE announcing that it is all about the many interesting combinations, ...

Furthermore the merger and acquisition program are/were for a large part aimed at buying antibodies.

So yes, PD-1, PD-L1, CTLA-4 they have NO FUTURE in mono-therapy as the first combination that beats them will take ALL their SOC's away in no time.