Avid Bioservices Inc (CDMO)

[entdoc]

north40k, a reasonable analysis. I too followed MDX-010 from the early days and agree. Further, PPHM's Bavituximab has at least the same potential, and probably much greater potential than MDX-010. The overarching considerations to keep sight of here are:
-safety...first. the record in lower animals and now in humans appears to be quite good.
-specificity: excellent. PPHM has a lock on a newly described docking site present on the vasculature of virtually all solid cancers, and on the cell surface of many. The docking site is "flipped" cell membrane aminophospholipids
-exclusivity: PPHM has the recipe; it has the FDA-approved lab to manufacture the monoclonal antibody.
-All the evidence to date shows a significant synergy of Bavituximab with irradiation therapy for cancer. No trials have begun.
-All the evidence to date shows at least some immunomodulatory effects of Bavituximab in host vs. cancer.
-Bavituximab is capable of carrying cancercidal small molecules directly to cancer
-Bavituximab's fully humanized iteration is on the near-horizon.
The future of the entire platform, IMO, remains stellar. The question is, how long will it take before a reasonable infusion of cash is brought to the program to move it forward with appropriate speed.