Avid Bioservices Inc (CDMO)

[entdoc]

Brekken presentation today: strategic importance: what remains unsaid: I have not seen transcript details, and only have a vague recollection of the summary here of what was said, and that was more than one hundred posts ago, news of Brekken's talk, but I think what Brekken did today was signal that we have settled on an application for a killer app for the Bavi platform: that is, Bavi + irradiation. Not namby-pamby "iffy" results with chemo. The results of Bavi + irradiation are overwhelming. It is killer, and not maybe. The odds of success are impressive. Bavi safety has been established. Bavi immunological boost is a reality. The mechanism of action (MOA) is defined. Folks, this is not a red light, or an amber. This is a glaring green light for the anti-PS program. Where is the celebration? Who is squeezing the last ounce of oil out of the olive? The shorts. How long before they have to cover?I think it is obvious that the liver data is not going to be a gob smack. Prices don't head south like this when great clinical results are pending. That's not to say liver survival won't be improved, but the safety factor again, plus some improved survival is all I expect. Bavi plus anything against melanoma is a pipe dream. But anti-PS remains a dynamite technology in search (for five years) of its best application, and Bavi + irradiation for lung, breast, prostate....etc. is IT...for now. Later there will be fully armed and humanized Bavi of the future. Lets not give away the farm to the shorts and doomsayers. Brekken has just provided a huge assurance to any prospective partner. PS> I am as frustrated as everyone else here.