Avid Bioservices Inc (CDMO)

[RRdog]

Thank you CJ

I think you and I are on the same page now.

Thanks also to Mojo and Djohn. I knew you guys are better computer researchers than I am and together we may yet get to the bottom of this. It is very interesting and the more one pulls on this thread the more it unravels and the more interesting it becomes IMO.

The real question IMO is in understanding the IST "equation" which PPHM for whatever reason does not want to fully explain. It is pretty self evident what the benefits of ISTs are to PPHM but, what are the real benefits of ISTs to the institutions that are conducting the trials??? After all PPHM controls any potential positive outcomes by virtue of controlling Bavituximab supply and manufacture and by patents that are "substantial" not "design" and are therefore much more difficult to circumnavigate. (BTW the more you understand the PPHM position here the more you understand the enormity of their accomplishment and the less likely you will be to refer to them as idiots IMO)

If in IST #4 PPHM and UC/Irvine are splitting the funding, who or what entity is really behind the UC/Irvine half of this?? If you recall this board had an inkling about IST #4 weeks before it was officially announced. I "suspect" there was a bit of bargaining before this became official. It could be "altruistic in the same manner that the "Chao" family funded this whole facility at UC/ Irvine but I suspect there is more going on here. If one of you guys can figure this out you get the first annual RRdog research award (which BTW carries no prize whatsoever).

And then there are IST #s 1-3. Who is funding those since PPHM is less "collaborative" in these and what is the motivation??

My "conjecture" is that PPHM is much deeper in discussions with large biotech entities than we know and that is why they are very understated in their discussion of the IST equation. Of course, I can't prove this but one of you guys may come up with something.

Regards,
RRdog