Avid Bioservices Inc (CDMO)

[entdoc]

jgal, thanks. Primacy is important, and the Roche/DNA announcement is an attention getter. Their conjugate will probably work better than Herceptin. However, any reasonable person would choose Bavi's exclusive -PS docking site over Herceptin's since Bavi is much more widely applicable. There is every advantage in the world to Roche/DNA seeing to it that PPHM stock price and prospects remain low, whether because of an intended buy-out, PPHM going it alone, or a proxy-skirmish with another big pharma with a winking understanding with PPHM for the future. There is no question that fully armed and fully humanized Bavi- is a viable anti-cancer weapons system, and probably the best one out there (along with BMY's fully humaninzed anti-EGF). But proof remains, and the game is getting tighter. The strategy is how to get that system to the marketplace. It already has credibility for safety and efficacy. PPHM has no financing problem if its science is sound.