Avid Bioservices Inc (CDMO)

[BioBS2012]

Steven Worsely...from what I gather...back log are signed contracts and the tip of the ice burg.
Avid Expansion is a no frills get it built with production capacity in mind and costs are much more managed for optimum output for the price. Really gave Steve King props for his vision on this topic. Met SK as well, really exudes confidence. Worsely went on about business like Dr. Garnick went on about the BLA.

Worsley has 12 BPs as most practical big names to partner with on an oncology basis, no per indication, entire platform. Regional yes but no individual indications...ie liver or lung. The whole enchilada.He has a Fav 4 that seem to be most advanced ie...multiple meetings. Approval need not be the key as translational and secondary endpoints are noted as potential deal maker data points.
Biomarkers and secondary endpoints are a focus concerning negotiable data.

Opdivo not really an issue unless a patient can pay off label out of pocket for next 4-6 months minimum and Sunrise remains on track to be fully enrolled.

Gotta read a book now to the kiddos.

wook

Thanks wook. Appreciate the feedback.