Avid Bioservices Inc (CDMO)

[Protector]

biopharm, there will be the PRE- & POST PS-Targeting Recognition!

PRE
Scientist work on it, do pre-clinical, some clinical trials are done and some publications are published. Through the usual channels PS-Targeting as a concept is promoted and some people see promises but there is no certainty and reason for doubt.

POST
The top dogs of the PRE phase (Thorpe, Brekken, Birge) convince the other top dogs in the industry (KOL's and coryphaei like Dr. Wolchok). Those want to do it all over and see for themselves because they don't attach their reputation to bull and have the CHOICE of what they get involved in. That is where we are NOW. That step is FINISCHED.

POST NEXT
The top dogs come out and start to promote the PS-Targeting concept and, otherwise then before, they will associate their name to biotechs and/or specific products. In other words they move from PS-Targeting to PS-Targeting SUCH AS BAVITUXIMAB. That is what is going to happen at AACR for the FIRST time with PS-targeting. And THAT is the rzal start because what is going to happen their is that Dr/Wolchok and his Memorial Sloan Kettering Lab, hand-in-hand with PPHM, will bring TWO presentations that will convey the message:

PS-Targeting is needed to condition the tumor environment in order to allow OTHER treatments (chemo/radio/immuno therapy) to work better and have significantly MORE RESPONDERS.

And that is where BP says: More responders=more treatements=more sales of something we already have invested in.

Only for PD-1 treatments (Opdivo (BMY), Keytruda (Merck), Durvalumab (AstraZeneca), etc) the responder percentage would go from about 20% to 65%...that is TRIPLING BUSINESS in that segment. And Bavituximab's working is NOT limited to PD-1. CTLA-4, LAG-3, but also chemo/radio benefit from it.

But sometimes the KICK-OFF sits in a small initial deal, not always of your main product. If you are AstraZeneca and you just announced a successful Ovarian Cancer treatment then what is it worth to you that there is a company that has a diagnostic test (full featured detection, benign/not, stage assessment, treatment evolution, based on CHEAP, FAST and SIMPLE blood test and 100% accuracy, etc) for Ovarian Cancer (Oh, what a coincidence, PPHM chose a proof-of-concept of a cancer with almost no good test available and by coincidence one of its collaborators now has a good treatment for it).

If you have a GOOD test like that for Ovarian Cancer and a related cure with follow-up means by the same test then you can make your position as #1 in Ovarian if you can get that test in exclusivity (just Ovarian). And what a coincidence AGAIN, AstraZeneca happens to be one of the BP's with a STRONG diagnostics department, as have JNJ/Janssens and Roche amongst others.