Your read certainly seems plausible. I was concerned that for some possibly negative reason Affitech was cutting off future collaborations with PPHM. Of course, I'm always looking for that black lining in PPHM clouds! Nothing going on in the premarket bid/ask, so it will be interesting to see the market read on this.
R84 is not human bavi...it has nothing to do with anti-PS. It is more of a direct competitor with avastin (anti-VEGF), meaning it works through the same MOA but is more specific to tumors so hence less SE. This change in the contract should have no impact on Bavi or its human version.
News 
Market Data 
Discover 
