Avid Bioservices Inc (CDMO)

[Big On Tarvy]

Jazz writes:

“Show me one company that is doing anything like this, using antibodies to anionic phospholipids as therapeutics. … Bavi is entering phase 2 with presently zero competition in sight.”

All longs have suffered from Management’s unwillingness to do what many other biotechs would have done, namely, blow the Bavi horn from roof tops and clearly articulate the potential of Bavi's new MOA.

The one big advantage we now reap from having hidden our light under a basket all these years is the advantage Jazz describes. Amazingly, we really do seem to have a two-year jumpstart on any competition.

With hard Bavi data about to emerge from Ph II cancer, HCV/HIV coinfection and Letvin primate studies, I understand R&R is getting ready to lift the basket.