Avid Bioservices Inc (CDMO)

[sulaco]

Dia, good point; Yervoy + anti-CTLA4 had 53% grade 3-4 side effects in last year's BMS study

...and only 40% of the concurrent recipients had the 80% tumor reduction at 12 weeks.

In other words, "downstream-downstream" therapy is FAR from the dominant position in immmuno-therapy at this time.


With Bavi-Yervoy, we'll get a real good look at "upstream-downstream" therapy for melanoma.

Here's "the beef" from the pre-clinical study of Bavi and anti-PD1, and man, it looks good:

PS-targeting antibodies block PS-mediated tumor immunosuppression while reactivating tumor immunity at multiple levels. Specifically, results showed that a PS-targeting antibody repolarized tumor-associated macrophages (TAM) from an M2 to a M1-phenotype, decreased the presence of myeloid-derived suppressor cells (MDSC), promoted dendritic cell maturation into cells having the phenotype of functional antigen presenting cells and elicited antitumor T cell immunity. In addition, statistically signifcant differences were seen in T-cell mediating markers IL-2 and gamma-interferon with the ch-1N11 and PD-1 combination. Researchers concluded that the combination of bavituximab with the anti-PD-1 checkpoint blockade should synergistically induce potent long-lasting antitumor immunity.

Whoa.

Upstream-downstream should kick downstream-downstream's arse because the global TAM repolarization, MDSC decrease, M2 to M1 phenotype change, improved antigen presentation, increased IL-2 and interferon gamma levels simply cannot EVER be effectuated by a downstream player. ONLY BAVI!

best,

Joe