Avid Bioservices Inc (CDMO)

[entdoc]

BCSPaladin, nice post. Right on. I DO think big pharma has a huge amount more information now after Brekken's report on Bavi + irradiation. I DO believe this brings us much closer to a deal, or, if not, it boosts my confidence enormously in Bavi's future. Up to now I have been mostly focused on safety, and intrigued by the incidental finding of Bavi's immunostimulatory properties, but not impressed with Bavi + chemo, although I believe it will probably end up being combined with chemo. Maybe I should put it another way: I've never been impressed with chemo for most solid tumors, and have always felt we are throwing oncologists a bone to even let them on the treatment stage with irradiation and surgery. It's like, what else do we have to offer. But now with more precise irradiation (e.g. gamma knife)plus Bavi for immunostimulation, macrophage activation for cleaning up the irradiation kill, and increased resistance to recurrence, we have a imminently marketable product which will be the first of many. (PS I think Bavi will eventually be used pre-op AND post-op for the above reasons).