Avid Bioservices Inc (CDMO)

[RRdog]

I for one appreciate your fact checking.

In the surf here I wouldn't want to miss the interesting following points:

1. Biotech is a predatory game. The fact that several potential competitors are failing in their NSCLC trials IMO increases the mathematical probability that PPHM will ultimately find a suitable partner for their drug in this indication (or platform in general).

2. It is interesting to note that ONTY is down 50-60% on a failed drug trial. PPHM was down approx 80% on a trial that didn't fail but needs to be sorted for third party coding errors.

That does seem rather severe and an underlay mathematically considering ONTY not likely to come back without a new drug while PPHM only needs to solve the coding error.

Best Regards,
RRdog

PS

Merck kga moves up on the scale of "offensive" partners for PPHM, i.e., partners that want to attack this potential market.

Roche remains the lead candidate IMO from a market "defensive" strategy.