Avid Bioservices Inc (CDMO)

[Protector]

ku, yes AVID II was 6 months late and while I have no problem with that given it was a brand new innovative technology. I therefor think that AVID II experience allows to set-up AVID III in less time and avoiding whatever it was that delayed them.

That being said I think that by know you must have noticed my frustration in the way PPHM/Avid has communicated about it using vocabulary that is in between a clear statement and let believe.

I am probably outing that frustration because of the data-mix of blinded and non-blinded data in the Sunrise results that makes our data not fileable while this could have been told from the beginning. But with words as "data is coming in" and alike you cannot tell. I was thinking, "as data gets unblinded and is provided to PPHM for analysis" and not in terms of "as NEW data from patients is coming in" because PPHM clearly said they STOPPED treatment and would provide maintenance on request --- WHILE NOW --- they say "patients have continued to be treated and receiving maintenance". I have a really difficult time with that!!!

So I am not worried about AVID III implementation time table but about the communication of when it is up and running for paid for activities. Running PAID FOR test batches that are specific BEFORE start-up of sales-grade product for 3rd party customers DO QUALIFY to me as production from an AVID perspective because the customer pays for it.