Avid Bioservices Inc (CDMO)

[Globewriter]

A special request message on business model of Avid Bioservices

CP, would you want to comment on current state of affairs ? ( of the battle for PS Targeting : )

Lots has taken place and biomarkers skipping out the door left and right it seems making fortunes for others ...and with a contract comes the duty to pursue betabodies / biomarkers yet no verification from no sides

REMEMBER

PS-Targeting plays on MANY fields. NCCN trials with Chemo and Radio will have NO resistance IMO. They will just bring more to the table on HOW PdtSer targeting combines with others and possibly allow to fine tune or confirm the MOA.

In the new field of Immuno Therapy and more specifically Immuno Oncology which includes the traditional phase I MONO Therapies anti-PD-1, anti-CTLA-4, CAR-T, etc PdtSer-targeting has no role to play. It is clearly a drug that you need to combine with something else.

In phase II COMBINATION therapies the war is on between BP's and the 200-300% increase you mention when PdtSer-Targeting is added is in that anti-PD-1 and anti-CTLA-4 arena. (Dr Brekken's results @ UTSW). We have a test, Yervoy (anti-CTLA-4) plus Bavituximab (19 patients of 22 treated then stopped because the SOC (Standard of Care) changed). Yet we NEVER saw those results and that is because either BMY or PPHM didn't want us to see them because it is UNTHINKABLE that they would not have processed and monitored the results of this open (not-blinded) trial.

But the above is under attack by CAR-T. As I wrote in an elaborate post on the question CAR-T is more comfort for the patient, a better technique with better results but in solid cancers sees all that be broken down to the ground because of the toxicity of immuno modulators such as OX40 that are needed in the process. CAR-T offers CURE vs anti-XYZ offer live prolongement only.

After Dr. Wolchok's finding and publication/presentations on the subject, PPHM PdtSer-Targeting is the perfect replacement for OX40 and alikes in CAR-T for all solid cancers. ex-CEO King said renewed interest and Dr/ Wolchok said a test on humans is designed and waits for the company (understand->'the green light') to start.

Novartis CEO said on CNBC that the biotechs that remain are expensive. Gilead CEO was looking for cornerstone molecules and with KITE stepped into CAR-T. And ROCHE is the other deep pocket player in the field. All will want to grow BEHIND the current limitations to non-solid cancers. The market for solid cancers is BIG, HUGE and will engulf chemo, radio and the anti-XYZ IO easily. The key is PdtSer-Targeting, Dr. Wolchok said it explicitly and hence the key is a threat for all that are invested or still purring revenue out of competing technologies for CAR-T+PS-Targeting for all solid cancers.

And then we didn't even mention Biomarkers, also PdtSer-IP based, that now that Sunrise identified them and lead to patents, will allow to speed up clinical trial tremendously. That on its own, due to time to market, is big.

And Beta-bodies, the a full human version of Bavituximab, with new patents and related protection, all in the portfolio of PPHM, unencumbered.
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