Avid Bioservices Inc (CDMO)

[sulaco]

Geo, yes, there is an opinion


that Figure 2A of the recent study with anti-CLTA-4 (Yervoy) versus Bavi in mice with melanoma shows Bavi's impotence vis-à-vis Yervoy.

I've tried to discuss the pathology slides that show a clear synergy when both agents are combined, but have pretty much been shouted down.

I like the synergy i.e. the zero tumor growth when both agents are working together, but other have zeroed in on Yervoy's singular performance, which, for them, bodes ill for Bavi.

I would point out, that we're still talking MICE here, not humans, and what really matters is the synergy and what's occurring at a cellular level.

Obviously PPHM thought the results were impressive, and we've taken a nice little bounce from $1.17 to $1.35, but others seem to think that, well, Bavi sucks.


GLTAL!

Best,

Joe