Avid Bioservices Inc (CDMO)

[biopharm]

Piper Jaffray's Charles Duncan recently initiated coverage at Peregrine. You may want to watch this video which showcases Charles Duncan talking about DNDN and what went right.. and more importantly what went wrong with DNDN.

Sorry if posting this is of no interest to some... but Piper Jaffray's Charles Duncan is probably one of the more legit analyst that have brought Peregrine further into the spotlight.

Bottom line is DNDN... went from about $2-3.. to $20 in a couple days or so... then took 1 year to go from $20 to $40 ..etc

Peregrine is much more aligned with its pipeline to show (at least) similar pps movement... and Peregrine management does have the advantage of past decisions made by companies such as DNDN.

If you have the time... its a 1 hour video and Charles Duncans has the first 11 min's ... introducing the Dendreon Story: You may have read Deep Capture... but this gives the view directly from Charles Duncan and the DNDN panelists:

Moderator: Charles Duncan (with JMP Securities at the time)

Panelists:

Reiner Laus MD - Bavarian Nordic
David Sable MD - Special Situations Life Sciences Fund
James Gulley MD PhD - National Cancer Institute
Susan Slovin MD - Memorial Sloan-Kettering Cancer Center


25 min mark: talks of --time to progression... PFS..vs the more important stat of O.S. -- very interesting ... overall a good video

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Susan Slovin:

https://www.mskcc.org/cancer-care/doctors/susan-slovin

Interview:
http://www.cancernetwork.com/asco-2015-prostate-cancer/immunotherapy-genitourinary-cancers-still-infancy