Avid Bioservices Inc (CDMO)

[entdoc]

Cloaked, interesting thread on Garnick. thanks. I continue to stand in his corner on Bavi. If it (or similar anti-phospholipid MABs do not have a therapeutic application I will be surprised.
I'm still thinking over the recently published info. about Bavi side-effects, but tend to agree with most of your speculation that it is safe and well-tolerated, which is huge, and (next to efficacy) is one of the most important bits of information to be gleaned from clinical trials of any new compound. We also need to learn about the individuals, if any, from the aborted trials (both PII and PIII) who are still receiving Bavi.
My motive for closely examining what has been disclosed about side-effects noted during the two trials is to assess how reasonable it is to consider Bavi for other anti-inflammatory applications, and how difficult it will be to receive FDA approval to launch such trials Advanced solid tumors applications are out. Always have been IMO. There are myriad potential applications, though, for Bavi: inflammatory states and subclinical/< l cm solid tumors. to mention only two. In other words, as stockholders we need to be vigilant about not allowing the platform to be given away.
In this business of clinical trials what we learn about possible"spin-off" applications of a "new discovery" is sometimes more important than what we learn about the original intended application.
As noted, a MAB for advanced solid cancer (lung) continues to be a pipe dream. Such an application was expecting a bit too much for Bavi.