Replies to post #84303 on Avid Bioservices Inc (CDMO)

[Thurly]

I remember you bringing up the micro environment last March. As I listened to the presentation I kept thinking, this is what FtM was talking about back then! Nice to get the details. It's like the universe on Orion's Belt in MIB. So small, filled with galaxies of complexities. My wife came in while I was listening and said, you should quit the TV business and study this stuff. Lord knows it was a tempting suggestion!

[Fire Fox]

Yes, AA and a $25M Term Loan will be important leverage in getting a good deal from BP, but I think Thorpe's presentation at the NY Academy of Science will be just as powerful a factor.

After showing safety and efficacy, the next most important thing is being able to explain your MOA, i.e. how the efficacy is being achieved.

It's clear from the NYAS presentation that Thorpe has completely nailed the MOA both for Bavi's ADCC vascular destruction mechanism and for Bavi's blockage of the PS immuno-suppressive mechanism.

Thorpe's ability to explain in-depth Bavi's MOA will greatly help in moving Bavi through the FDA for all indications... and in turn give the Company more leverage with BP.