Avid Bioservices Inc (CDMO)

[RRdog]

Mojo,

A couple of thoughts which you can comment on if you wish.

IMO it is difficult to tell when PPHM will unblind data and also when they will announce results. They can always hold results while they "double check" or analyse or whatever. The reason I suggest this is that PPHM is not concerned at all with its retail shareholder base. The only thing that concerns PPHM IMO will be the preference of any large potential buyer as to when and how the data is released and what type of deal that buyer wants to make. In the long run that should help shareholders.

The snag at GILD in difficult to treat patients in Hepc seems to put PPHM back in business "virally" speaking. I have long posited that the Roche acquisition of Anadysis for efficacy versus viral was a perfect "lock" for the bavi viral "key" which may help up regulate the immune system and prevent recurrence. In other words bavi in combo. If you have any thoughts in this area I would appreciate hearing them.

TIA
RRdog