Avid Bioservices Inc (CDMO)

[itsabouttime]

CP I agree with your analogy.


Not sure at all. Doce+Bavi may hurt Optivo/BMY if it performs as in the PII because that combo would for sure beat Optivo.

Now if Optivo beats Doce big time, SUNRISE will still get approved because it compares with Doce alone and Bavi can combine with Optivo as well.

Every next clinical trial with bavi, will be FAST and probably a single-track based on BTD's.

Again, the more of those drugs there are to save people with cancer the more opportunity for PPHM to combine with. SUNRISE is just the door opener and isn't influenced by any other approval since then.