Avid Bioservices Inc (CDMO)

[sulaco]

Avastin versus Bavi Showdown

First-line is HUGE in my opinion. The results don't have to be killer, but they do have to slay the dragon i.e. Avastin

Garnick set up the title fight perfectly. Avastin + Carbo + Pac (2006) versus Bavi + Carbo + Pac (with Control being Carbo + Pac).

Bring it. If Bavi's percent treatment change (% difference in MOS between treatment and control arms) can beat Avastin's 2006 NSCLC 19.4 percent treatment change, then it's the new SOC.

The market will understand this, because if Bavi beats a multi-billion dollar drug at its own game, then Bavi is a multi-billion dollar drug.

Thanks, CJ, as always, for the hard data in your posts.

Best,

Joe