Avid Bioservices Inc (CDMO)

[RRdog]

FTM
This immunity in the mouse models was expressly talked about by Thorpe at the NYAS. I suggest you listen closely again to the audio.

I suspect this will be a key area that Y Lin and Xi Huang in Thorpes' lab will be focused on.

I suspect that imbedded IP value like this will be a large part of the negotiation with BP and that the milestone discussion will be very complex. I also suspect this is genesis of the nebulous term "co promotion" in the quarterly cc.

Any large BP should want the entire IP team and some form of rights to everything being worked on in Thorpes' lab that PPHM has rights to.

Imaging IMHO is much larger than is perceived by the market place. I think it will become integral to the whole treatment regimen both as a measurement tool and as a prognosticator.

I have long held the opinion,if you follow old posts, that the MBC results that PPHM put up in the preliminary studies were the best that I had ever seen in that area. Garnick probably correctly concluded that 2nd line NSCLC was the "stilletto heel" point of maximum pressure to begin after consulting with the FDA but I am sure PPHM will pursue MBC going forward.

Best Regards,
IMO and just for you to think about
RRdog