Avid Bioservices Inc (CDMO)

[Protector]

geocappy, just for the record but I guess you know this, Yervoy of BMY is a CTLA-4 and Durvalumab of AstraZeneca is a PD-L1.

Yervoy must bind to cells that are part of the immune system, Durvalumab, just like Bavituximab, binds to the tumour cells (vascular endothelial cells lining blood vessels).

So 'replace' would have been if we used AstraZeneca's anti-CTLA-4 in stead of Yervoy (they have one too).

But your observation of price is certainly one reasons. CEO King, at the Moonshot 2020 launch in an interview emphasised the problem that in the end you always need to by the SOC and that in I-O they are expensive (about 150K$ for a full treatment of Yervoy/KeyTruda/Opdivo). AND the SOC goes always in ALL ARMS so you need a lot of it. AstraZeneca delivering it for free to PPHM is a big plus and good for there involvement.