Avid Bioservices Inc (CDMO)

[entdoc]

Hi James. The tenor of my recent questions re. side-effects was an effort to pin down with some increased certainty that "futility" is not an euphemism for some other reason to discontinue the study., and that Bavi is, in fact, reasonably safe for less dire diseases than advanced, incurable lung cancer. If Bavi prolongs life a few days, weeks, or months in lung cancer patients, who am I to say how much an individual or society should pay for that. Is the increased survival with Bavi, which could be more of a statistical event than a real-life improvement, worth the price? Insurance companies are probably not going to buy it. Would it be "standard of care", and everyone would get it? Doubtful. Bavi could be used "off-label", but, again, no insurance company is going to pay for that. I think it best that we take our preclinical and human data points to another disease entity. -PS has had uniformly good "scientific press". How are we going too get there? Licensing to big pharmas that can afford to run the clinical trials. How is the company at negotiating licensing deals? Will there be any demand for anti-PS, or anti-PE, or anti-any other anti-aminophospholipid? It seems to me logical that there will be a demand for such MABs, and Avid is ready to produce them. If the track record of Patriot Scientific, with much the same BOD, and with a stable of interesting patents, and not much business, is a bellwether, we could be in for some cloudy weather.