Avid Bioservices Inc (CDMO)

[sulaco]

Good John, PS blockade LOSES to Opdivo every time

You're right. But that's in monotherapy trials.

PS blockade most certainly affects pathways. When you change polarization and recharge M1 macrophages, that has a profound effect on pathways. When you dramatically increase interferon gamma, while decreasing MDSCs 40%, PATHWAYS are most definitely altered.

But it's all synergy. PS blockage needs anti-PD1 and anti-PD1 need PS blockade.

Wolchok's melanoma patients from 10 years ago are alive and well. Do they have "diminishing returns"? No.

It's much more about BIOMARKERS now, and who responds and who doesn't. It's all genomic medicine now. And for those who aren't primed to respond a priori, well, they'll need to be conditioned to respond.

PS blockade pre-clinicals with Hutchins and Brekken have shown precisely that.

The I/O 2.0 field is moving too rapidly and dynamically. Very hard to pin down. Difficult to make categorical statements.

Saying Bavi is no good b/c no Big Pharma has bought it yet, makes no sense. For all the hoopla surrounding I/O, only 2 drugs have made a splash: Opdivo and Keytruda. Just two!

The field remains in its infancy. If Wolchok sought out PS blockade, he did it for a reason.

The primary one is that a very high percentage of patients do not respond to anti-PD1 Mabs.

Wolchok is always ahead of the buyers. Bench science is always ahead of the clinic.

We're just getting started.

Best,

Joe Six