Replies to post #144737 on Avid Bioservices Inc (CDMO)

[volgoat]

PPHM is in no pumping mode and has been for awhile.
FDA does not like pumping, imo.
All business...

BTD? Could allow them to go alone, but partners would be banging the door down to deal or even start making buyout offers.

Bavi on the mkt in 18 mnths (with a partner) who knows how long if PPHM tried it alone? another year, 18 mnths?

WIN-WIN to partner if they have BTD. Less risk for the partner, more money for PPHM up front and in royalties.

Phase III alone? Not a chance with BTD or without....

[purpledawgs]

Geo, there are parts of the PR that talk about the combination of upstream and downstream immunotherapies being discussed. PPHM has the only upstream target. So it would seem they will be discussing combos of PS targets with the downstream therapies like PD-1. That hints at discussion of the preclinical studies that PPHM has disclosed are ongoing with these downstream targets. I guess we will know in two weeks, but I would not be surprised to see a PR after the talk summarizing info from these studies.

IMO

Pd