Avid Bioservices Inc (CDMO)

[RRdog]

Alvaroc,

This is an excellent post. If you drill two layers down on this you will find that Glaxo is paying Immunocore of Oxford over 200mm for pre clinical data (repeat--PRE CLINICAL DATA) re ImmTAC sites.

This appears to me to be a direct attempt to compete with PD-LI technologies.

Again this is "downstream" from PPHM cell surface tech. It is only logical that sooner or later these guys will all move "upstream" for the combo hit vs cancer in immuno therapy.

I wonder what valuation PPHM can get for pre clinical data on beta bodies plus the package for the entire PS platform???

Best Regards,
RRdog

PS--A side note to CP--IMO You still have a gaping hole in your understanding of dilution, and non encumbered debt. You should rethink this much more deeply.