Avid Bioservices Inc (CDMO)

[entdoc]

k_t,thanks. You said, "demonstrating effective Bavi use and achieving approval for commercialization of Bavi in at least one indication seems like it is still an important intermediary step before PPHM can step forward with humanized Bavi or "armed" Bavi."
Agreed, and I think the odds are good that we might squeeze an indication out for poor-ole naked chimeric Bavi

I need clarification on the following k_t, not sure what you're saying here. You said, "I posted earlier about a study comparing two single treatment drugs with Paclitaxel and Carboplatin for a group of elderly patients with NSCLC. The control arm in that study was over six months for PFS, comparable to the recent Bavi study reported results. The most prominent other study I found with reference control arm data was the Avastin study that showed a PFS median of about 4 1/2 months, which was the PPHM study design bogey for PFS." And you wrote, "There is more to the story about investigator interpretation of results and independent reads than would apply just to the Bavi study, methinks. Yes, MOS is a statistic not subject to investigator bias. It looks like outperforming around 10.3 months MOS is the new Bavi NSCLC study bogey. Outperforming Avastin would be nice but matching performance would be adequate, it seems."
I just don't think any of that is material at this point. It's history. So is Avastin. If Avastin is a malapropos, how does tying a loser make a winner?
I do emphatically agree that it would be nice to have an income bridge while moving inexorably toward Nirvana. The MAB market in general, and Avid will probably support the company, and more than supports the current market price. Methinks the Russians buying the remainder of Affitec is a huge signal. Thanks again for that tidbit CJ.