Avid Bioservices Inc (CDMO)

[Protector]

jbainseky, we have only 3 studies (give the population Satge/Ecog) to compare with.

10.4, 9.9 and 9.4 which is 9.9 average. Adding 6-8 weeks (the margin they talked about) seems reasonable. So if they took 9.9 in stead of 10.4 it still is two more week margin. And since it was clear they were prepared for control arm outperforming (and they had the 1st ln NSCLC case) adding only 4 weeks sounds like a little risky.

So we will not be very far for 10+2 or 10.4+1.6 or 9.9+2.1.

We have an OTHER CC transcript in which they emphasize it wasn't adding a margin like that but that they put some serious thought in it. Hence their wording "dramatically outperformed" which underlines their surprise of the control arm outperforming the study high+margin. Clearly something they didn't hold for possible.