Avid Bioservices Inc (CDMO)

[Big On Tarvy]

Xzone, You hit the nail on the head:

“I think they are going to india to prove....Yes prove, that Bavi is Kick ass in combo therapy.....

Cutting thru all the red tape, FDA bullshit, and proving to the world and big pharma, that you had better pay attention now....”


This is also how I understand the Company’s strategy. Go hard and fast on Bavi AC combo studies. According to SK in the CC, 12 patient combo trial will complete “approximately around year end or early in the new year.”

The company knows the pps will rock when the combo data comes in because of results already seen at M.D. Anderson in mono therapy trial. Official India combo results may not be announced until spring, but the pps will start moving through the BP and doctor grapevines when the eight week study finishes “around year end or early in the new year.”

By Feb or March, it will be clear that the HCV, HIV, CMV and influenza programs are "just the gravy," as Xzone put it. The smell of the sizzling AC steak will be all through the house.
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The only new thought I would add is to watch Glaxo. They are a big player in India now. Consider the possibility that the reason PPHM was able to pull off this BP-style play in India is because Glaxo walked them through the doors in exchange for the right to be the first to know the Bavi results. What a headstart that would give Glaxo in the BP courtship game for the next mega blockbuster.