Avid Bioservices Inc (CDMO)

[keep_trying]

Investingdog, You are calling out some good points, I think.

Some tech posters have noted how patients in trials that are at a lower ECOG? rating can be expected to have more time during which the immune system can be activated in the presence of Bavi treatment, explaining why there is a separation tail between the control arm and Bavi arm in the KM plot. I also observe some tech posters suggesting that the higher level of exposed PS from necrosis associated with a higher ECOG rating gives opportunity for a more pronounced response to the presence of Bavi in treatment, perhaps allowing for a more pronounced Bavi difference when treating patients in a Stage 2 trial setting. I observe that this dynamic is suggesting a balance exists between time to progression and degree of progression. However, such a balance doesn't mean that receiving Bavi as part of treatment isn't best for patients in either trial setting. Rather, good 1st line results reporting over the next week would affirm Bavi benefits are experienced when treatment starts at any degree of progression.

Perhaps, subgroup analysis will shed light on whether an optimal treatment point exists, but the important take away for PPHM investors is a demonstration that Bavi being part of care outperforms the standard of care without Bavi. I will be watching if the PPHM release of that first line trial MOS gives such reinforcement.

Best wishes and IMO.
KT