Avid Bioservices Inc (CDMO)

[BioBS2012]

Maybe someone can help me out here. If a drug A + BAVI show improved efficacy (Yervoy + BAVI for example), why is BAVI a threat to the company that has drug A? The company can continue selling the drug A and as and when BAVI gets on the market, docs can give the two together.

The threat to a company comes, IMO, when drug B + BAVI is shown to be better then drug A + BAVI. In this case company with drug A, even if it was better by itself then drug B, has a lot to worry about. However until that point, no worries IMO.

Ofcourse, a company would want to get a hold of BAVI so that someone doesn't prove the above scenario - except through an IST, by which time they should have milked enough millions / billions.

Any and all opinions welcome well, except from Dr. Richard Head !!