Avid Bioservices Inc (CDMO)

[sulaco]

Corp, GJH and I have been exchanging ideas for years.

We're way beyond whatever you're bringing up.

I know we're all frustrated, and you're right. Avid is our lifeline right now.
I AGREE WITH YOU.

I'm just fascinated by all the recent Big Pharma machinations revealing how desperate they are to get into the I/O game. BMY is a huge takeover target precisely because of Opdivo.

Why are so many of the Big Pharmas rabid for I/O? Let me venture a guess with you: hmmm, how 'bout $$$$$$$ gargantuan bucks.

Pfizer wants BMY. Gild wants BMY. JNJ wants BMY. If GILD can't get BMY, they want AZN. Why, why, why.

PS blockade full validation will come with the NCCN PS blockade + Keytruda Head and Neck trial.

But Big Pharma may strike at any time, knowing what it needs for max profits.

So take the "other side." I'll stick with Wolchok and his search to expand the responder footprint to the very anti-PD1s that made his name.

Best,

Joe Six