Avid Bioservices Inc (CDMO)

[investingdog]

It is quite possible that the chemo agent is much more effective in 1st line which would make it more difficult for bavi to increase results in 1st line the same as it did in 2nd line.

Your argument sounds reasonable till you take a look at the first line historical MOS data for different chemo agents (without Bavi). The separation between chemo and placebo is not all that great which would suggest that chemo isn't really very effective in treating NSCLC regardless of 1st or 2nd line.

We should have some PR about 1st line next week, until then all this is just a guess. Then again it can get postponed one more time to the next quarter which would most likely be the best outcome.