Avid Bioservices Inc (CDMO)

[entdoc]

jbainseky, CLDX flagship rindopepimutis an anti-EGF, (ectodermal growth factor inhibitor). EGF is a docking site on many solid tumors which was initially explored by ImCL with ERbitux, and then by others. CLDX rindopepimut might or might not prove successful, but one point to contemplate is that it is one of many anti-EGF approaches, and the anti-tumor anti-EGF pathway is full of mutation bypasses which can thwart that approach. Bavi- is the first generation of anti-PS antibodies, and one of its virtues is that it homes in on a surface docking site on vascular endothelial cells and not on tumor surface antigens, per se. Endothelial cells, which not cancer cells, are remarkably stable genetically, and do not mutate away from the therapeutic value of the MAB. At first glance ClDX has some interesting tickets, but I'm not sure I would say they are at a comparable level of development, and certainly do not have the vast potential Bavi- has to treat almost all solid cancers.