Avid Bioservices Inc (CDMO)

[vinmantoo]

therapy, either way, you have no evidence for enhancing your solo I/O 1.0 downstream inhibitors with adjunctive approaches. There's just no evidence.

That is only partially correct. Right now there is no evidence but that the growth factor inhibitor combination with an IO will provide synergistic benefits. However, since each component is efficacious on its own and their mechanisms of action are distinct, they will almost certainly provide additive benefits. As far as BAVI, there is ZERO evidence that it is efficacious on its own, which means there is ZERO evidence to support the idea it will provide either additive or synergistic benefits when combined with IO.

Those studies may be pending, but so are the Bavi studies with NCCN, MSK and AZN. And they're much closer to starting. We all need to take a step back once a week and consider our options. If we believe enhancement of I/O 1.0 downstream inhibitors with adjunctive agents is the way forward, it would be best to sell PPHM and move on.

While you put your hopes in studies that may be pending, big pharma is literally throwing tons of money into a hundred or more studies. The puts Bavi and PPHM even further behind then they were, if that is possible.

As far as selling PPHM, everyone makes their own decisions and lives with the consequences. It isn't all of nothing by the way. You forgot the possibility of selling some PPHM to invest in other companies to lessen risk of total failure. I get the feeling that there are a number of people that went all in on PPHM and remain so because they feel trapped by their losses. There are always options.