carboat, what I mean is that they will not be running trials along the lines of a P2 that would provide the basis for a pivitol P3.
Instead they will trying to show clinical evidence in some biomarker that bavi would be of use combined with durva or such. This data would not push the program forward with the FDA, but could (if it was to play out) get a bite from BP.
I am not claiming this will or will not work, just stating what I think the plan is.
I would of course be happy if they went pure Avid, but that is "talking my book"