Avid Bioservices Inc (CDMO)

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Gilead made it's immuno-oncology move for Kite's CAR-T, paying $11.9 billion. GILD needs to make another move for the necessary safety augmentation that CAR-T requires for efficacy AND safety.

What's left in the tank?

Novartis already has it's CAR-T. The MSK Wolchok lab has demonstrated that anti-PS provides that needed safety when used in combination with CAR-T therapy. Will Novartis now make a move for Peregrine's anti-PS??

Between Gilead and Novartis, which company has the deeper pockets for an acquisition of the PPHM anti-PS IP? Obviously Novartis. Both companies have the need for CAR-T safety.

Is it Novartis' move? Checkmate??

IMO

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