Avid Bioservices Inc (CDMO)

[RRdog]

The crux of the matter is not whether mgmt took a long time or held off partnering. The crux of the matter is whether bavi is a good substitute for interferon and additive to overall efficacy and SVR and whether BP will pay a lot of money for that result.

As to "who takes what seriously" there is a big difference between posters on a message board and BP. Roche just paid 230mm for a phase II drug that had better efficacy vs HCV in combo with Ribi and interferon than (Ribavirin +peg interferon alone). PPHM is running randomized test with Bavi + ribi vs the same (Ribi + peg interferon alone). If PPHM Bavi also demonstrates better efficacy AND MUCH FEWER AEs, IMO a lot of people with a lot of money will take it very seriously.

Best regards,
RRdog