Avid Bioservices Inc (CDMO)

[Big On Tarvy]

My understanding of conversation

was that, at AASLD meeting on Oct 30, Company is likely to present repeat dose HCV trial results on those cohorts that have completed the full 12-week follow-up period, even though 12-week data from the highest cohort(s) is not available.

In July 14 CC, SK said: “What is extremely encouraging for me is the fact that so far what we’ve seen in the guinea pig hemorrhagic fever model mirrors extremely well what we’ve seen in patients treated to date. And that is you seem to have some initial direct AV activity, and then something that really takes place several days later that hopefully can lead to longer-term effects.”

This possibility of an adaptive immune response that SK described on July 14 is the most exciting scientific aspect of the Bavi cancer and viral trials. It would mean that Bavi is actually more effective with the passage of time (not less effective like VX950). If SK does indeed have evidence of “something that really takes place several days later that … leads to longer-term effects,” I can’t believe he would miss the opportunity to talk about it at a gathering of the world’s leading HCV scientists.

All IMO.