I think what it shows is that the company management gave TOP PRIORITY to the cancer studies! Small biotechs have to make those kind of decisions. I also think that they have a lot more information about Bavi and viruses from their Duke,DTRA and HIV/HCV studies than any investor(or non-investor) knows. Why might they give higher priority to cancer than HCV? My understanding is that the world wide cancer therapy market is about $60 billion as opposed to the world wide HCV therapy market which might be about $12 billion. In the cancer area they now have several double blinded studies under way. I don't know what might come out of the Duke and DTRA collaborations...I do know that they spoke of some $60 millions of research in the anti-viral area funded by third parties. They could be waiting for some rapid advancement under the animal rules route. Meanwhile I am happy to see the HCV combo treatment trial proceed. I find it of interest. HCV is not PPHM's only interest...nor is any one type of cancer. They think they have a broad spectrum anti-cancer and anti-viral Mab in Bavi.There should be a lot of data from Bavi(and Cotara) trials this year. So far things look good as far as safety, ORR and what indications there are of OS...but we'll know more at ASCO and at the end of this year. As I said before...I'm glad to see Dr. Garnick on board. I don't think he would risk his reputation on a hoax! But hey, everyone to their own opinion. Time will tell who was correct.
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