Avid Bioservices Inc (CDMO)

[skweze]

During the March CC, didn't SK say something to the effect that there would be a partner this year? That would certainly move the PPS, and there isn't much time left to "this year." All imo.

No-one knows when there will be news on liver, breast, or "dozens" of pre-clinical collaborations. But there should be a lot of news coming as we await the SUNRISE event driven look-ins.

We do know when(Oct.30-Nov.1) we will receive more information on the interim results of the first line NSCLC trial(Bavi/Pem/Carb). It will be interesting to see how it stacks up against the SOC Pem/Carb combination in regard to safety. There may also be some interesting indications of PFS...but perhaps very little MOS data at this point.