Avid Bioservices Inc (CDMO)

[Big On Tarvy]

Shotgun vs. Rifle

There have been lots of comments these past few days on Mgmt going in too many directions all at once without enough focus.

I don’t see it that way. I see that Mgmt is using a rifle where needed and a shotgun when it will work better.

In the AV program Mgmt. is taking a rifle shot by putting all their focus on co-infected patients and letting Duke and CHAVI pay for all the other work. The data from this HIV/HCV trial will shape, and reduce the costs of, all the other HCV dose-escalation and HCV combination studies . But no, the naysayers on this board condemn Mgmt for not using a shotgun and not doing all these HCV trials all at once. If they aren't doing concurrent HCV combo and dosing studies, the AV program must be failing, they say.

On the AC side, where the mega BP license will only come after treating 200 Bavi patients, a shotgun approach makes huge sense. It doesn’t cost anymore to do 50 lung patients, 50 breast, 50 colon and 50 prostate, than to do 200 lung patients, because the protocol is going to be almost the same in all combo chemo trials. But when the shotgun makes the most sense and gives us the most bang for our clinical buck, all the naysayers on this board condemn Mgmt for not using a rifle.

Go figure!