Avid Bioservices Inc (CDMO)

[RRdog]

Come back from a few days R and R and am pleased to find much detailed discussion of bavi plus radiation. I have long been advocating the hidden IP build at PPHM and in particular this area of combo with radiation. Nothing in this area that increases value would surprise me. Below I quote the following from an earlier post talking about the meeting at NYAS.

"There was a reception after the presentation and we were able to chat briefly with Dr. Thorpe and later with two of his key researchers . It was during these chats that I was first able to really "internalize" the potential of bavi with radiation. I look forward to a long increase in IP value in this area and IMO the discussions to date on this board have been far too limited in their perspective. This also speaks to my opinion that the IP portfolio of PPHM is vastly expanding beyond what shareholders are focused on as milestone events over the next six months or a year."

What does surprise me is the discussion of "Nutraphils" initiated I think by FTM. This opens a whole new mechanism of MOA. I am sure Dr. Thorpe and his lab are hard at work trying to understand this additional MOA. Hopefully, they will be clear on how it works prior to the next FDA meeting/discussion.

The other matter that impresses me is Dr. Thorpes' obsession (in a good sense) with expanding bavi usage in every possible dimension. This strikes me as a "top scientist that is very, very sure----based on hard scientific testing---that he is in the right direction re cancer and the immune system."

My sense of all this is that the argument being made to BP and ultimately to the FDA will become overwhelming.

IMO ride out any short term volatility and "stay thirsty my friends".

Best Regards,
IMHO
RRdog