Avid Bioservices Inc (CDMO)

[ststephensrevenge]

The management silent treatment ….

Let’s examine what we “know”:

The good:

Site enrollment ramping up nicely for the phase 3 lung trial…very encouraging

However…

1) The Breast Cancer Phase 3 enrollment should be coming along nicely ….it has been over a half decade since the phase 2 turned “signal seeking after Rob Garnick showed up” trial showed impressive results even though the naysayers shot down the data as being “cherry picked”.

2) The Hep C combo trial with Bavi cocktail replacing the toxic Interferon should be completing enrollment shortly…remember the previous trial wasn’t extended far enough to determine the effectiveness of Bavi….after all….viral trials render an outcome way faster than cancer trials….how did that come out????

3) Bavi for the treatment of prostate cancer is progressing nicely.

4) The “next generation Avastin” r84 phase 2 enrollment for numerous indications is going well…

Unfortunately…..none of the above has taken place.

The “go it alone” blunder has cost shareholders and potential cancer patients enormously as a result of squandered time that numerous trials should have been progressing while the dilution machine has gone into overdrive.

The R84 trial now resides in “Putinville”…go ahead and ask our IR dept how that phase 1 trial is going….I’m sure they will be glad to share any info on the progress in a respectful manner….just ask PPHMTOOLONG.

Maybe King-of-Talk-Pawn–of–Do can give Vladimir a call and ask for R84 back along with the phase 1 trial results. Have him explain to Vladimir that he can keep Crimea and “we” can call it even. I’ll bet Vladimir is feeling cordial nowadays…

As a result of the chosen management course…..the ultimate bet for this stock…whether everyone understands it or not…rests on 1 trial and 1 indication. While I absolutely like my odds of that trial turning out favorably…I find the choice not to partner and “spread the risk around” many different indications incredibly reckless and selfish as it relates to King and this management. Bavi needed the resources of a well funded partner years and years ago...

All IHMO….