While this (Sunrise) was a setback, the real value in bavituximab is in its immuno-oncology (IO) pairings. Yes, it would have been nice to pick up an approval in a legacy pairing, but from a revenues perspective such an approval would be far from future proof. IO is the future of oncology, and there’s far more value to be had from an IO combination than there is a docetaxel combo. It’s a setback, but we don’t think quite to the same degree that markets seem to.
Hmmmm. This could have been written by CP. Thanks cheynew for uncovering this. Neither the last chapter nor the next to last chapter has been written yet about bavi and her fastest-animal-on-the-planet-guardian-company, PPHM.