Avid Bioservices Inc (CDMO)

[RRdog]

FTM

I have had exactly the same thought re MBC for PPHM since I saw the spectacular early results in the clinical.

The knock on pursuing MBC at the time, and hence the descision to lead with NSCLC 2nd line, was that there were multiple treatments for MBC already on the market and that the competition among BP was intense in this area.

Since PPHM is going for an "oncology partner" and not "indication specific" partners I think this issue can be reopened. It will really depend on whether the partner wants to compete in this area, or extend their own marketing efforts in MBC, or combo a product with Bavi to improve the effort and or extend the patent.
This is really a "muscular" financial and marketing issue.

I, for one, hope they go for it. It is a huge market and it is highly visible and emotional one as well which means the news media would be all over any new advances.

Best Regards,
RRdog