Avid Bioservices Inc (CDMO)

[geocappy1]

So it sounds like to me (bear in mind I am no scientist) that the new path is that bavi works with Doce and probably other chemos that do not suppress the immune system. So we will continue with phIII second line lung but put the breaks on other bavi + chemo trials until we see results of IST breast and 1st line lung.

It appears to me that the result of the second line lung, pancreatic, and 1st line lung together with the combo pre-clinical has set our direction.

we chase the phIII with Doce (if successful we can probably go immediately into other indications if desired route. Meantime, it is all about the combos with the downstream immunos. SK is so certain on the collaboration language that my guess is those one, two, or three clinicals are set.

IMO here is the strategy. Show all the big BPs with the downstream drugs that bavi makes them much better which puts one, two, or more of them against each other. Then show that bavi + doce is the best combo using chemo the PHIII plus some of the IST work should be enough for this).

If I am one of the BPs I can control the future of the immunological therapy market (having the only global checkpoint drug) and the best chemo/bavi combo for immediate revenue.

What is that worth????