Avid Bioservices Inc (CDMO)

[exwannabe]

Again I will post this which says there is NO subset referenced.

And you are possibly correct that there is no stated or implied subset. I kind of lean in that direction myself.

So then what would be stat sig? We know it is not the overtrial trial primary endpoint. And you do not accept a subset defined by a biomarker.

What that leaves is that the biomarker corrolates with survival in the trial. Read that carefully. If does not show that Bavi led to improved survival, only the biomarker did so.

Yes, they will certainly weave a story thet the biomarker is "showing the Bavi working". But there is no way to know this from such an analysis. All it is is something possibly worth exploring.

The funny thing is that the subgroup interpretation some have expressed is really what longs should be hoping for on the 10th, as it is potentially stronger evidence (though at best we are still post-hock data mining). And instead, you, CP, hope and other are diss'ing it as being negative.

See you in 10 days.