Avid Bioservices Inc (CDMO)

[sulaco]

PDB, Bavi was, and still is, anti-angiogenic

Tumor blood vessels in the micro-environment DO express significant amounts of PS.

What's new, however, is the discovery that PS is also expressed greatly by the tumor cells themselves.

This is how the tumor "hides" from the immune system. The exposed PS triggers the production of MDSCs, which Mojo, BP, and myself have been noting as a very crucial element in why treatments fail.

If we can combine Bavi with downstream inhibitors, a serious hurt can be put on MDSC prodution.

Don't give up quite yet. We're actually quite ahead, being in a large PIII, as the field is just starting to develop. And it's a $35 billion field. If Bavi is in the middle of this space, and the evidence indicates that it is, you won't regret holding.

By the way, welcome back after your 10 month hiatus.


Best,

Joe