Avid Bioservices Inc (CDMO)

[exwannabe]

Re: Yervoy + novolumab in melanoma

This goes to my point that a partner brings a lot to the table, and is worth the "dillution".

The landscape is changing fast, and BP can afford to run many dozens of trials to try and hit the moving target. But a small bio can not do such.

If one looks at the Bavi + Yervoy trial in melanoma, it might provide data, but registrationally it is a dead end. Single agent Yervoy will be dead within a year in this indication, so no more Bavy + Y trials after this. Furthermore, if the trial does not enroll fast, it will never complete.

A BP could have launcher that trial faster, and could already be running a B+Y+n triplet combo trial. But PPHM (as any small bio) can not.