Replies to post #233241 on Avid Bioservices Inc (CDMO)

[Protector]

geocappy, the reasoning is solid because that is indeed what would happen.

One would have:

 
 1) Doce Alone            (current SOC chemo) 
 2) Opdivo alone          (temporary SOC? - poor safety, small responders footprint!) 
 3) Doce+Bavi             (SOC after SUNRISE approval almost sure) 
 4) PD-1/L1+Bavi          (potential CT's with Durvalumab, Keytruda & Opdivo) 
 5) Doce+Bavi+Durvalumab  (AZ-PPHM, SOC if better then #3) 
 

It would always be #3 that has to be beaten. And whether #5 will be the first to do that will depend on how fast the others (BMY, Roche and Merck) start a comparable trial (e.g. with Opdivo or Keytruda) and possibly enrol it faster. And some of those 3 BPs have partners that licensed their PD-1/L1 and might be willing to help in the race. In all cases Bavi always wins because it is in all potential SOC's. And that was what I have also been advocating the past week in other posts.

Just not clear to me what "various solid tumors" extends too?

Peregrine and AstraZeneca will collaborate on a non-exclusive basis, to evaluate the combination of bavituximab and durvalumab with chemotherapy as a potential treatment in various solid tumors.

The word Docetaxel is not in there but the word chemotherapy must be aiming at the SOC and that is Docetaxel. Would that reduce to the solid tumors where Docetaxel is currently a SOC?
source, the PR.