Avid Bioservices Inc (CDMO)

[dia76ca]

Thanks Hawkfan1! I remember your excellent reporting from the ASM last year. You have given us a lot to think about!

Nice to confirm that there are collaborations in the viral application. Bavi will be used in combination therapy...they will want to test for the best combinations.

They are certainly trying to downplay the possibility of stopping the trial after the first look-in. However I still think that it is possible...depending on number of events that trigger it.

And I believe Steve Worsley when he says that they are in "active discussions". They are downplaying everything this year. It is almost a theme. This could be close. The liver data may provide a clue. That could be the first partnership IMO.