Avid Bioservices Inc (CDMO)

[Carboat]

Enough to give validity to "Bavi also works for humans". The preclinical trials were ovewhelming positive. Rats were not just only cured but developped a self induced anti-cancer system

Yes validity but not proof. If there were proof sp would not be $1.0x obviously

Bavi would boost results for ALL "competition" known so far. Current competition would love to have a Bavi combo.

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Maybe, but again no proof bavi will boost "ALL competition". No bidders so far others than the one that ran away after the botched trial and no terms of that deal known.

I trust management when they say "Enrollment is on track"... That is NOT vague to me.

It is by definition vague when you know the enrollment is not linear and there was a ramp (hockey stick) for sites. Still time for pphm to say they need to extend the enrollment and still be technically "on-track" is the point.

600 patients are a pretty big number for such an anomaly to happen

Agree on that one it would seem unlikely ... but pphm seems to be a magnet for the unlikely