Avid Bioservices Inc (CDMO)

[entdoc]

my takeaway: The trial design did not take into account the fact that the Doce only arm might be more heterogeneous than the Bavi group. The Doce-only arm "outperformance" is almost certainly not an accident. We have enough data on Doce alone to know that something other than chance is at play in such an outlier cohort. What happened with the Bavi + Doce arm was probably statistically significant. That is, Bavi probably increases, but barely, survival of those taking Doce alone in a "normal" test group. Did we prove anything with the trial? We found out Bavi is not a home-run alone or with Doce for advanced and/or metastatic lung cancer. But we knew that from the PII. Hardly a surprise. We found out a slug of information about Bavi side-effects. Let's face it: bulky tumors similar to those burdening the test groups still must be "debulked, for the most part, with surgery or irradiation. We know Bavi and the anti phospholipid science and technology has an enormous potential in anti-inflammation and anti-cancer therapy. We just did not hit the jackpot on the first (and impossible) trial. I don't see a buy-out at this point based on the hard evidence shared thus far with stockholders. If there's other inside information being acted upon by potential buyers I would like to see it. Will be interested in results of Bavi with irradiation treatment for various cancers. Also hope to see it tried as a preventative, and for other chronic conditions...not for impossible-to-cure bulky tumors.