Avid Bioservices Inc (CDMO)

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I like this move: Durvalumab instead of Opdivo. Both squamous and non-squamous NSCLC. Peregrine already has a P 1 demonstration trial with Yervoy (BMS) ongoing. Reiterated “non-exclusive collaboration”.... with AZN


I see some new interesting language in describing I-O:

“Bavituximab and durvalumab are investigational immunotherapies with different mechanisms that assist the body's immune system in fighting cancer.”

“Bavituximab targets and modulates the activity of phosphatidylserine, a highly immune-suppressive molecule expressed broadly on the surface of cells in the tumor microenvironment.”

“Preclinical data have demonstrated that combining the enhanced T-cell mediated anti-tumor activity of bavituximab with checkpoint inhibitors, like PD-L1 antibodies, prolong the ability of tumor-specific T-cells to continue attacking the tumor.”

Getting the job done!   

What really interests me is that Roche/Genentech also has an anti-PD-L-1, atezolizumab. Reminds me of fishing with a flasher.

Cheynew, I believe that anti-PD1 and anti-PD-L-1 are fairly similar, and may depend on the availability of the ligands in patients. I’m not sure on any safety differences between them.

This move to follow up the P 1 with a P 2 is a good signal for long investors.

Progress is all good.

IMO

sunstar