Replies to post #266830 on Avid Bioservices Inc (CDMO)

[itsabouttime]

This is all great first things first though lets get to a dollar without RS.

[jakedogman1]

count it a blessing that phase 3 was modified...

http://www.fiercebiotech.com/biotech/merck-bristol-showdown-awaits-as-keytruda-lung-cancer-trial-stopped-strong-results

waiting until year end to get results on a dead avenue would have been worthless and wasted time...

the landscape has changed and how well does bavi help others is the question that is being asked...

the playing field has been leveled as far as suitors go (if any)...

merck is a potential player... assuming my intel has not changed...

[bidrite]

On one side I say they have everything for filing for a BLA and in my opinion if what they have told us about the provisions they have a good chance to pass. So my brain says: pass=approved=production=commercial sales=PPS up in the short term. We all want that don't we.

But I also realise that if PPHM does that they disrupt the market

Wait a minute, your assertion is that we have enough to become SOC (meaning longer lives for cancer patients), but we don't want to upset the market!!! This is a whole new level of crazy.