Replies to post #169267 on Avid Bioservices Inc (CDMO)

[asmarterwookie]

I am still up in the air on the Yervoy Bavi trial leading to BMS or BMY whatever. It's just a feeling but something about CTLA-4 vs PDL-1 & Bavi Trials and the delay and the fact that we are a lot further along in partnership talks.
I know it is off the wall but I still think it is some kind of maneuvering. Just an opinion. A silly one? Probably.

Not that you asked me.

wook

[skweze]

The most interesting thing about Yervoy is the story of Medarex. I see many similarities with PPHM.

[stoneroad]

Could also be. However, IMO the stars MIGHT be aligning for PPHM to be one of the very few biotech companies to become a collaborator in the "3-year translational research agreement" between Johnson & Johnson Innovation and MD Anderson as part of their "Moon Shots Program".

Both J&J and MDA have indicated that only a few companies will be selected to become partners to the platform. Would be a huge feather in the cap of PPHM. We'll see.