Avid Bioservices Inc (CDMO)

[sulaco]

Ex, please re-read my posts

You are agreeing with me.

You argue that one can not run a trial to show that PD-1 + SOC can work.

Ex, that is precisely what I AM arguing. You must use SOC in your trial. Vinmantoo is claiming that tamoxifen is SOC in breast cancer. That is not correct.

Of course one can do so. You run PD-1+SOC vs SOC. If it works, you get approved. Just like SUNRISE would have.

I agree. Re-read the posts. You are agreeing with me.

As far as Herceptin hitting 20% of breast cancer, so what? It is still a blockbuster. There is a reason why this was the first such combo to get to P2.

My point is more that Herceptin is NOT SOC, making a trial with downstream I/O 1.0 inhibitors not readily do-able. Tamoxifen would theoretically be better, as 75-80% of BC is ER+. Unfortunately, Tamoxifen alone isn't SOC either.

Bavi's combo trials are not in progress, yet you claim Bavi is ahead of the field. That is total BS.

You are putting words in my mouth that I do not appreciate. MSK, NCCN, and AZN clearly see something in Bavi that you do not. No, I don't think Bavi is a slam-dunk. Nothing in biotech is. But Immuno-oncology 2.0 heralds a different approach, that in my view, plays well into Bavi's strengths.

I'm only asking you to consider that many on the Board are still inside the I/O 1.0 box. Version 2.0 plays much more into Bavi's hand.

Best,

Joe