Avid Bioservices Inc (CDMO)

[Protector]

EBS, it is of course an IST. So some other party then PPHM must have been interested in running the combo.

Carboplatin (BMS), Permetrexed (Ili Lilly), Paclitaxel (BMS) and probably Avastin (Roche) will not combine as well with Bavituximab as Docetaxel and Sorafenib because they lack the synergy that S. King mentioned.

But if this 1st ln NCSCL Lung IST would score better then expected then there is, IMO, only one reason why that could be. You have TWO chemo therapy drugs from which one, Carboplatin, has a reputation to mild out side effects. So it may be that the combination in some way it is less immuno-supressive.

And I'll add to that that the 1st ln NSCLC results may not just be discarded because we know there was a problem with them in that strangely the control arm scored almost the same as the Bavi arm and outperformed the historic control arms in a questionable and surprising way. In that trial adding placebo to the SOC increased performance in a way one should always have to add placebo if that is the resulting effect. But every person with the beginning of a brain knows it isn't a normal situation.


So maybe they buried the front-line NSCLC because maybe with the right combinations of immo-supressing chemo drugs (eg: Carbo+Perm) it is possible that Bavituximab is still sufficiently strong, or can be administered in such a different way, that it can also cancel out sufficiently of those drug's side effects as it does with non immuno-suppressing drugs.

Again, cancer patients in many cases die from the side effects at moments were the chem already stopped tumour progression. That is why not only Bavituximab's safety is important but actually it's 'reverse safety'! It makes OTHER DRUGS more safe by combating their side effects since Bavi doesn't has any of it's own. Bavi is a SAFETY ENHANCER in that aspect.

Now for this specific 1st ln NSCLC IST I would like to add that, IMO, not obtaining a good result (=improving the SOC) must not always be seen as a failure. It may be exactly what someone wanted to learn, that Bavituximab doesn't obtain the same good results with immuno-suppressing drugs as it does with immuno-stimulating drugs. The value of that would be for BP's that do not have an immuno stimulating chemo treatment and may want to acquire one to combine it with Bavi, if however chemo still has a future given the rapidly progressing immuno-oncology field.

If I were a competitor of PPHM and knowing what poor results do to the PPS I would maybe want to invest in a clinical trial of a Bavituximab combo of which I know that it will fail. And it is the party that runs the IST that normally controls the communication as we learned from quarterly and annual information of the past years.

We'll know in a few days.
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