Avid Bioservices Inc (CDMO)

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North, I believe the quote you posted may be an important key, pointing to methods for enhancing response rates for the downstream immunotherapies.

"... Patients enrolled were those who had received no prior systemic chemotherapy treatment for their advanced disease and whose tumors expressed high levels of PD-L1 (defined as a tumor proportion score of 50 percent or more)...”

At one point I believe there was, and still may be, a proposed I-O combination of Bavi and Durva that also included some Docetaxel, associated with the Bavituximab.

I’m watching to see if Peregrine does try Bavi plus Doce plus Durva in an indication like NSCLC. It might start with a couple of weekly treatments of only Bavi plus Doce, then proceed with Durva treatments in combination.

One possibility might be be keeping Doce involved throughout the trial, but maybe just at the beginning.

I think we understand that Doce scares up increased PS targets for Bavi, thereby accelerating Bavi’s ability to transform the immune system suppression resulting from tumor associated damage to cells, to an immune system that is widely activated with a full range of immune cells developing, recognizing and attacking the tumor and it’s associated feeder blood vessel endothelial cells.

I believe this wide ranging, and safe immune activation environment, as opposed to the widespread immune suppression that would have otherwise existed, may also be key to increasing the anti-PD’s ability to increase their response rates.

Dr. Brekken once described to shareholders this ability of anti-PS, Bavi, to increase response rates for downstream MAbs in combination with anti-PS as being 200% to 300% in magnitude.

Of course Joe Shan and company are looking at many approaches for this next set of small phase1 trials employing Bavi with Durva. I’m not convinced that some chemo could show up at some point. Breast cancer seems to be one place where that could occur.

I hoping that downstream safety may be moderated by having Bavituximab build a large balanced immune safe environment as a background. It may also prove possible for the anti-PD dosages to be dialed back a bit, as well.

IMO

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