Avid Bioservices Inc (CDMO)

[nuke661]

ex,

you stated:

If I was long PPHM (I am not, I have some PPHMP though) my biggest concern would be that they are backing off of SUNRISE by pushing the PD(L)-1 combos for a reason.

Not sure what you are trying to convey here. Are you stating that you are thinking that PPHM MAY be "backing off" Sunrise to pursue PD(L)-1 combos because they are pursuing PD(L)-1 combos?

Would you like to amplify on what form the "backing off" concern might exhibit itself as? I understand you only stated that you would have this "concern" if you were long PPHM but you must have had something in mind when you made that statement.

Why wouldn't Peregrine be pursuing other protocols for Bavi as the knowledge base for the MOA has evolved over time? We all know that science doesn't stand still and PPHM has made it obvious that they will go it alone as long as necessary (and, obviously, as long as they can keep getting the funds they need).

It seems obvious to me that they will continue to pursue Sunrise to get Bavi to market, making it easier to pursue other avenues of better treatment combos and also having an income stream too.

I just don't see why I would be concerned because they are pursuing other treatment avenues based on the evolving knowledge base. It takes years to go through all the phases to get these other combos to market. It all seems logical to me, but I'm always willing to get a rude awakening if it saves me some financial agony.

Thanks EX