Avid Bioservices Inc (CDMO)

[geocappy1]

I do think it is much trickier to partner Bavi and/or Cotara. Cotara because of the nature of the brain trial. Bavi because it is such an expansive platform, how do you control it if you partner or sell off one indication. If you partner the whole enchilada then how do you value it. Most of the other deals I have seen are for drugs that seem to have only one indication (ie HepC).

On the other hand, Regional for Bavi is probably the way to go since there are definite boundaries. For Cotara, hopefully the uniqueness of the type of trial is about to be eliminated.