Avid Bioservices Inc (CDMO)

[vinmantoo]

Did Opdivo perform as expected with an over performing control arm? No. That is probably why they just said it failed. I believe they said it did not reach its desired outcomes. I do not think the control arm over performed.

These are the only facts you know. Opdivo failed to beat the control arm, at least by enough to merit submission to the FDA for approval. We also know that in the Sunrise trial, Bavi + Doc failed to beat the control arm by enough to merit even continuing the trial past the first futility look in.

BMS stated the following but they didn't try to spin it o make excuses. "BMS said it will complete a full evaluation of its study, CheckMate-026, and conduct a future presentation of the results. It expects to proceed with an ongoing Phase III study, CheckMate-227 testing Opdivo and Yervoy in first-line NSCLC."

http://www.fiercebiotech.com/biotech/merck-soars-bristol-myers-tumbles-opdivo-fail-first-line-nsclc

In contrast, PPHM made vague statements about the control arm supposedly outperforming but they didn't specifically state a number or state they would present the data. It is now 6 months after, and not only haven't have given a specific number to back up their initial claim, they stopped touting that claim. Figure it out.