Avid Bioservices Inc (CDMO)

[sulaco]

Vin, immuno-oncology 2.0 is coming

I have never had a problem with anti-XYZ downstream agents. Yes, clearly they do work. But you seem to be still inside the Immuno-oncology 1.0 box, focusing only on solo therapy, as if that were the only approach, and the only stock to buy.

Other investors are watching the major players involved in Immuno-oncology 2.0, and see the focus on combination therapy. Yes, downstream inhibitors work well for a minority of patients. That was the conclusion of I/O 1.0.

If an investor believes I/O research is complete and 1.0 is as far as the field will go, well, then it would be correct to sink all funds into BMS and MRK.

Just please consider that others are following thought leaders in the field, and think I/O 2.0 heralds a different approach.


Regards,

Joe