Avid Bioservices Inc (CDMO)

[dia76ca]

I am not worried at all about enrollment. They have already done the hard work getting 136 trial centres set up. That was the hard part. There are many hoops to jump through in every country and in every hospital. Their strategy now is clearly to have an ongoing program of education of key opinion leaders and oncologists.

Anyone can do all the personal research you like but if the oncologist explains why you are wrong and there is a better choice...most people will go with the oncologists recommendation IMO. At least I would! PPHM has been doing this KOL/oncologist approach all the way back to Australia.

Well informed oncologists are Bavi's best friends. They will have the hard data about Bavi's great safety and outstanding MOS results. I believe that they want the best for their patients and the Bavi/taxane data is outstanding in second line NSCLC!

It is only my opinion but I would not be at all surprised to see an approval arising out of the first event driven look-in. This can be debated until the cows come home because none of us even knows whether the number of events for the first look-in is 150 or 200 or 250!

And just as an aside....this huge network of oncologists will be a great advantage for FUTURE BAVI TRIALS IN OTHER INDICATIONS AND WITH OTHER COMBINATIONS!