Avid Bioservices Inc (CDMO)

[dia76ca]

Yes Merck KGaA already has DNDN as a partner for NSCLC and THLD as a partner for Pancreatic cancer. But because Bavi works so well in combination therapies I don't think it excludes Merck KGaA having an interest in partnering with PPHM. In fact it should enhance their interest.

Just looking at THLD's recent MOS data in pancreatic cancer... Bavi results could very well be better! However THLD's drug TH-302 is activated by hypoxia which is associated with many cancers...and recent trials shows it's activity is enhanced by radiation. How about a Gemcitabine,Bavi,TH-302 cocktail accompanied by radiation. Apparently both TH-302 and Bavi are enhanced markedly by radiation. This is the kind of combination therapy that could make a real advance in pancreatic cancer treatment IMO.

When you look at the DNDN drug Stimuvax...it could very well be enhanced by the addition of Bavi. That is the beauty of Bavi. It's use is not threatened by other new drugs. In fact the better these new drugs the better the outcome when combined with Bavi IMO! Merck KGaA will know all this...and a great deal more. I think they would be a great fit with PPHM.