Avid Bioservices Inc (CDMO)

[exwannabe]

Re: The Opdvio competition issue.

First, you state:

If your Dr. has heard SK speak at a visit to this trial site or at one of the many preclinical Bavi data dumps (including AACR tomorrow) then he is likely to answer the question this way: If you enter the Sunrise trial you have a 50% chance of being in the treatment arm and there is very strong evidence that Bavituximab will trigger an immune response that will increase your survival time substantially with very manageable sided effects. If you start an Opdivo regimen you have a 70% chance it won’t work for you and you have a good chance of experiencing serious side effects that we may be able to manage but we don’t understand these immune system side effects as well as we understand chemo side effects.

The reality is that the Opdivo AE profile will be an improvement over taxanes. Patients hate chemoes. And the OS benefit (once published) will be clear. The "70% chance it won't work" is non-sense. You fail to understand what response rates mean for immuno drugs.

As to availability, BMY will institute an expanded access program within a month or two that gives the drug away for free here in the States. Don't know how it works in the EU, but would not be surprised to see the same concept.