Avid Bioservices Inc (CDMO)

[entdoc]

FDA was mightily swayed by Merck Germany's trials of Erbitux, but probably learned a lesson on that one. I don't think Bavi results in India were impressive enough for that. The results were good, but a lot of questions remain. Bavi's role reported at ASCO as an immunological stimulant is a quirky result discovered on the pathway to developing fully humanized Bavi which carries a payload. The Indian trials render a verdict rather more on the entire anti-PS platform's potential going forward. If a non-human form of naked bavi is safe, and its also effective stand-alone against cancer, what will be the results of a fully-humanized and fully-armed Bavi carrying a payload of known anticancer agents with known side-effects when adminstered systemically rather than locally? Slam-dunk IMO. Anti-PS is here to stay. They're just jockeying for the bucks right now.