Avid Bioservices Inc (CDMO)

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Couch, Bavi has a universal target, exposed PS, which is associated with many diseases. This is quite unlike the narrow targets available to the downstream immunotherapies. Those downstream I/Os like CTLA-4, PD-1, and PD-L1 targets are enriched by treatment (pre-treatment) with Bavi, allowing them much needed enhanced response rates. This occurs in the INNATE immune system.

north40k recently reminded us that Peregrine has mentioned possibilities for Bavi being combined with vaccine-like therapies. We might see these come to fruition in the form of future collaborations. There are likely some pre-clinical data that lead them to make these comments.

We have already seen Bavi in both pre-clinical and clinical, show evidence of vaccine-like results. These are the long survival “tails” that we see in a K-M Plots, as we did in the 3mg/kg arm of the phase 2 second-line NSCLC trial.

We also saw it in pre-clinical where Dr. Brekken quipped that the mice died of old age. Also, mice, after treatment for cancers with anti-PS, were also re-challenged with their cancer antigens and showed themselves to be immune to the cancer These data show that anti-PS has established long-term cancer immunities in the ADAPTIVE immune system. This is the ground of vaccines.

So now that the CTLA-4, PD-1 and PD-L-1 trials are lining up, maybe we can expect announcements of collaborative projects in the VACCINE space. Or maybe we’ve already done the work, and we merge a vaccine into the Peregrine stable: synergy. Other than obliquely stated interest by the company, this is absolutely SPEC!

Bavi seems to be an immuno-therapeutic that awakens the INNATE immune system, then may go on to establish long-term immunity through the ADAPTIVE immune system.

Not bad medical GRAIL!

IMO

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