Replies to post #84549 on Avid Bioservices Inc (CDMO)

[Fire Fox]

KT-- I think you just spelled out why fully humanized Bavi- PGN650-- will be so good as a foundation for the Company's new Diagnostic Imaging Division.

While I understand SK's remark in the CC that he may have to accept a co-development deal in the US in order to close a BP therapeutics partnership, I certainly hope that they are able to keep the new Diagnostics Division OFF the table and out of this transaction.

I haven't crunched the numbers, but I'll bet the Bavi Diagnostics Division two years from now is worth far more than Cotara-- assuming Cotara gets commercialized.

[entdoc]

KT and Volgoat, regarding virtues of murine/humanized MAB Bavituximab, the most interesting thing I've seen is Volgoat's last post about binding site specificity decreasing with more fully humanized MAb Bavi. I can imagine that murine MAbs probably have a more general immunoexcitatory phase than murine too. The whole idea is to convert cancer into a chronic disease like diabetes so that patients can live productive lives while being "carriers". If Bavi can prevent growth of metastases as anticipated and can be used periodically for maintenence, it will be a true treatment advance.