Avid Bioservices Inc (CDMO)

[entdoc]

biopharm, nice posting. The puzzle piece I can't fit into the overall picture is that if biotech is supposed to be a sector for big gamblers with enormous returns as the lure, why isn't anyone taking the bait lately? Clearly PPHM today is an emormously better bet than it has ever been. And I'm not just talking institutions. There is something missing here that some of us cannot see. And how many longs here with money "trapped" would get out at this stage of R&D if they could do so with a decent profit? Part of the problem for me is that I have always thought Cotara, or at least DNA-histone seeking I131-bearing MABs make a huge amount of sense. Where is the discussion of the potential of a smaller sized, more-humanized Cotara-type construct? Such should be worth huge sums. Why is there not one word out of China on clinical trials? That country has fabulous scientists who publish in the world scientific literature. What would be the downside to publishing that it does/doesn't work for lung cancer, and why? And Bavituximab? Where are the frank discussions of the current outlook for immunomodulating MABs for solid tumors. None of this seems to be real science OR real business, but some game of informational hide-and-seek.