Avid Bioservices Inc (CDMO)

[Protector]

north4K, I also think Bavituximab in stand-alone is not a good path and never was, possibly with the exception of conditions that on their own (without any need of chemo or radio to do it) expose sufficient amounts of PS.

That could be very late stage cancers for instance with larger tumour sizes IF time is available because of Bavi's latency. Technically also all viral applications with large cell damage, such as Ebola, but in those cases SPEED is a factor and Bavituximab's action latency does not make it a good candidate as stand alone in such cases.

That will improve with betabodies because how they bind and can therefore with a higher instance and lower dependency act faster - but to early to say anything about that without test data.

But Bavituximab in I-O combo's was certainly not excluded by entdoc, IMO. And the fact that the unarmed Bavi works that well is due to the FC-gamma binding that the ARMED Bavi cannot do because of its payload. However in brain-blood barrier applications (where on the brain side the interaction with the immune system cells doesn't play any more) ARMED Bavi is a useful applications in delivery shuttling (see Also ROCHE shuttling strategy for passing the brain-blood barrier). We are talking Alzheimer's and so then.

Digital Imaging is another application of arming something but not with delivery purposes but detection purposes.

It are all these application possibilities of Bavituximab/betabodies that establish the value of the pipeline and IP, 100% held non encumbered by PPHM. There is nothing about SUNRISE that a BP will not understand that would have the slightest impact on that value. The SUNRISE stop DOES however have an impact on PPHM short term outlook of revenue from commercial sales of Bavituximab. That is why the markets have reacted with the PPS until it becomes clear where we are going. I expect that BEFORE or AT the next Q/CC.