Avid Bioservices Inc (CDMO)

[sulaco]

PPowns, you're thinking in weeks


Better to think in months and quarters. Yeah, I know what you're thinking. ("There's always next year...")

Well, my response is that the tone, confidence, and swagger are different this year. KOLs. HIV results. HCC patients living 18 months. Synergy with anti-PD-1 and anti-CTLA-4. MDSC suppression. M1 polarization. Th1 shift to cell-mediated immunity. Adaptive immunity i.e. the immune system "learns" the tumor.

Do you have any idea how many billions have been invested in downstreamers like PD-1 and anti-CTLA-4? THEY ALL NEED BAVI.


Good luck.

Joe