Avid Bioservices Inc (CDMO)

[Protector]

With Merck's news today everything changes again.

ROCHE wanted IO+Chem and IO+Chemo+PtdSer-targeting has been on the agenda to. I think it was one of the AstraZeneca trials in NCSLC that have been canceled (by memory, but I know one with chemo and IO in the mix was talked off).

Now the SOC of this Merck clinical trial must be beaten significantly and that will not be easy...

I see TWO paths, one by adding PtdSer-targeting, but Merck may do that too and is in a better position to do it.

The second is that it will not be beaten by IO/Chemo/PtdSer cocktails but by CAR-T+PtdSer which for sure has that potential. Dr. Wolchok didn't disclose to North what clinical trial he had designed (Melanoma, etc) but if it is an NSCLC one then everybody now knows what the SOC is that will need to be beaten.

AIMO