Avid Bioservices Inc (CDMO)

[Big On Tarvy]

JB -- You make a good point.

In fact my comment, "(indeed 40% likely)", was added as an after-thought on my part and was not part of my conversation. I need to use more than a parenthesis ( ) to distinguish my personal thoughts from what I hear. Thanks for the correction.

Here is a personal observation on my part. The important point to take away is that SK's comment during the CC about many exciting possibilities to study HCV/HIV co-infected patients was just the tip of the iceburg. I suspect Duke is doing the preclinical work right now to support a trial of co-infected patients. The fact that an HIV screening test is not required for admission to the repeat dose trial, and therefore a SMALL percent of the patients are likely to be co-infected, is consistent with plans to begin clinical trials of co-infected patients in the near future.

All we know for sure right now is that the Company hopes to make co-infected HCV/HIV patients a major strategic focus of its its anti-viral program and several biotech analysts applaud this approach. That's the take-home point.