Avid Bioservices Inc (CDMO)

[dia76ca]

With Avastin you get no increased survival.... no complete responses....and a list of adverse events that curl your hair! Bavi already has some complete responses and a much better adverse event profile. Bavi already is producing better ORR rates....and the Georgia data could give us a look at some better TTP data. It doesn't take a genius to predict better survival data! Big pharma is looking at all the data and you can expect some behind the scenes action on the partnership or buy-out front over the rest of this year,until a deal is done.This is all behind the scenes so we won't know about a deal before it is done. But I would be very surprised if there are not several Big pharmas ready to bid against each other because Bavi,unarmed and armed, will be a huge revenue producer for whoever gets hold of it. All IMHO.