Avid Bioservices Inc (CDMO)

[nuke661]

BioBS2012,

You stated:

by comparision Nivo bettered by 60%

Opdivo did not beat the SOC MOS by 60% (I'm assuming you're referring to SOC - and not just placebo - as being docetaxel because docetaxel was the control drug in their trial),
Per BMS's own website and per the FDA approval letter for Opdivo, Opdivo had a MOS of 12.2 months and Docetaxel had 9.4 months MOS.

This equates to only a 12.2/9.4 = 1.3 or 30% improvement for the entire trial population. I believe you've overstated the MOS improvement benefit of Opdivo by a factor of 100%. And, we also know that this Opdivo MOS improvement is weighted by the exceptional response of the relatively small percentage of patients strongly expressing PS-1.

If golfho's 15 month MOS came to fruition then Bavi will have improved on Opdivo's improvement by a factor of 2 (or 100% better than Opdivo's improvement over SOC). 15/9.4 = ~1.6 or 60% improvement. 60% is a factor of 2 better than 30%.

I would think a 15 MOS for an entire NS-NSCLC population would be very very good. I just don't understand how you could possibly say in "in the real world a 50% improvement just won't cut it". That just doesn't make any sense to me. Not trying to provoke just trying to understand where you are coming from because I respect your postings and I want to know why we are thinking very different on this subject.

Thanks BioBS.