Avid Bioservices Inc (CDMO)

[sulaco]

JamesGMS and North40K, nice posts

“It’s become this big race to be first to market, and more importantly, trying to have a unique hook,” says ISI Evercore analyst Umer Raffat. That means having the best drug to pair with a PD-1 blocker that others don’t.

James, there it is. This is what Biopharm has been hammering on the Board for years. Who's going to get the "unique hook"? Who has the best drug to pair with a PD-1 blocker that others don't? Which combination is going to increase the number of responders? Which drug will double or triple Big Pharm's profits? Hmmmm....

I think AstraZeneca may have an idea which one. So does Wolchok (MSK), Brekken (UTSW), Birge (Rutgers), Gabrilovich (Wistar), Stopeck (Stonybrook), et al.

Admit it or not, this is why all the frustrated bears and anticipating bulls are here. In my view, Bavi is the NEO of the I/O Matrix. IT'S "THE ONE" that will make all the others better. The BASF of I/O 2.0

Yeah, yeah, sure the pps stinks. Right up to the point it doesn't.
I saw the article mention a new I/O drug, an IDO-1 inhibitor from Incyte. Threw out a $10-15 Billion dollar value for that single drug.

Wonder what the value would be of a drug that triples the PD-1 responder footprint? Uh, I'd gather a LOT more than $15 billion.

Good to see you posting again JamesGMS.

Best,

Joe Six Pack