Replies to post #266427 on Avid Bioservices Inc (CDMO)

[north40000]

CP, you said:

"The 4 meaningful players at this moment, BMY, Merck, Roche and AstraZeneca all have an anti PD-1 or anti PD-L1. So with a SAME WEAPON, that by the way has the SAME shortcomings in tremendous side effects and limited responders, it will be something else that will make the difference."

As I noted earlier this afternoon in my GILD-directed post, GILD's CSO noted the same thing sitting through various ASCO presentations....the RRRs were dismal... ~ 20% or so. GILD will seek to improve that situation...the question is how?

Data from those small, short trials you suggest will potentially drive a host of individualized field of use licenses for PPHM. Let's see what happens.

[J.Lummouxx]

Very official at .46 cents. So much better off with the sunrise trial sunset. 2nd look in might have been close to this calendar time but by the grace of whatever higher power the trial was instead stopped at first look in. Perhaps bleaker screwing with the phase 2 trial was also in the long Run a god send? A 500 puzzle piece of pphm completes a garbage dumpster. Try the 5,000 piece puzzle. Fresh kills landfill maybe?

[revenue_monster]

you mean change strategies Again. guess a new MOA is coming and bavi is not synergistic with Doce as King touted many times. yeah new phase 1's. generate partner interest? WTF have they beens doing the last 4 damn years. one big cluster F

[geocappy1]

I think your prediction is pretty close to hat I said. They will become an early development company leading to partnerships and at some point may become a early development arm for a single company. This method will allow them to turn over late stage trials to others while maintaining their early development arm to keep the BP honest as they could offer data to other companies.

Down the road, if manufacturing revenue becomes significant to limit dilution and they are unhappy with how they are being treated by BP they can look again at later phase development when they have excess revenue.