Avid Bioservices Inc (CDMO)

[mskatiescarletohara]

Steve, 2C3 is another VEGF mab, everyone has one in their pipeline. Remember the Avastin craze a couple of years ago? I had lunch with a VC rep at a bio conference, his statement was there are over 400 VEGF candidates in preclinical since Avastin, BP is bored.

Learning on the job, they are scientists conducting R&D. SK and Crowd have in the past recruited the most reknowned academia to work with Bavi. Ask CJ Gaddy, he has a complete roster of these physicians. Where are the US trials? One enrolling here in the States for HCV-HIV co-infects....what about cancer?

What is extreme about Bavi not entering HCV SOC trials, it's not, management has opted to target another difficult patient population. Management has abandoned HCV SOC trials, none are enrolling after two years of promises they would. Why wouldn't you question that? The cost to conduct HCV SOC trials have skyrocketed with the current competition.

A savvy biotech executive cannot turn PPHM around without compelling data. Doesn't matter if he has 25 years tenure with DNA, BMY, GSK, NVS etc...

I'm not surprised R&R have remained quiet.

katie...