Replies to post #17370 on Avid Bioservices Inc (CDMO)

[jazzbeerman]

jake,


re: "Why is there such a disconnect with the science and its potential and the value of the company? "

I wouldn't say there's any disconnect.
Most drugs don't make it through clinical trials.
As trials progress risk is removed and value increases.

also- with Bavituximab, you also need to realize how it goes strongly against the traditional immunological paradigm. 10 years ago if you said you wanted to deliberately shoot in an antibody that targeted a host cell phospholipid you would have been laughed out of the room, because it would have been seen as a sure way to CAUSE serious disease...

Recently they've differentiated that some autoantibodies are not pathogenic. The Thorpe/Schroit/Luster paper last year explained why bavi has not caused problems.

Thankfully, the "danger signal" paradigm is taking over from the "self/not self" way of seeing things, immunologically speaking...


re: "There are probably dozens of companies working on the same thing."

HUH? Name one. Show me one company that is doing anything like this, using antibodies to anionic phospholipids as therapeutics. Find me one company. Find me one company even in pre clinical work. Find me any paper from any company even doing early in vitro work.... You won't. (But they will be getting into it if Bavi remains successful), but bavi is entering phase 2 with presently zero competition in sight.

j