Avid Bioservices Inc (CDMO)

[sulaco]

PPHM is going to get scooped up: 40% MDSC reduction

Moreover, cells that suppress the immune system from recognizing tumors, such as myeloid-derived suppressor cells (MDSCs), were reduced by more than 40% in the combination with the PS-targeting antibody versus anti-PD-1 alone.

P.T. - Fired up, baby!! (Rest in Peace)



KOL Gabrilovitch is BIG on MDSCs. MDSC reduction correlates VERY strongly with clinical response. MDSCs act as hard brakes on the immune system and Bavi is inflicting a nasty blow on their production.

BPs already know about today's PR, but they're circling. Bavi potentiates ALL their BILLION-dollar anti-XYZ'ers, so something's going to go down here.

My call: Merck, JNJ, or Roche. Total acquisition. A distinct possibility.




Regards,

Joe