Avid Bioservices Inc (CDMO)

[jakedogman1]

If I am reading this correctly, this is what we have been waiting for.

Got low pd-l1 expression, not a problem. This IMO is the footprint expansion potential we have been waiting for. Will need verification. Also need to incorporate all the other biomarker stuff to see how big the pie might be. Per Merck trial, the less than 1 percenter's is 34%. Not a bad slice.

https://www.keytruda.com/static/pdf/keytruda-pd-l1-expression-testing-guide.pdf

MassH... what is your take? I'm just a finance guy.

Conclusions: Baseline PD-L1 expression in a subset of SUNRISE patients demonstrated that PD-L1 expression (TC0) was associated with a significantly prolonged OS compared to positive PD-L1 expression (TC1/2/3) in patients receiving D+B. No difference in OS was observed in the D+P group by PD-L1 expression. These observations are consistent with the hypothesis that bavituximab may demonstrate more effect in PD-L1 negative or low expressing “immune cold” tumors. Clinical trial information: NCT01999673