Avid Bioservices Inc (CDMO)

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The current timeline ‘problem’ of Cotara’s apparently halted progress has garnered fair speculation. Is it an FDA issue? The difficulty of designing a comparator for the phase 3 trial? Is there a delay in finding a pharma to partner on Cotara? It certainly seems true that Cotara is beyond its expected timeline. Maybe there are other possibilities.

Is there a complete Peregrine package of technologies contingent on the unblinding of the second-line NSCLC data? Other developing cancer trial data should also be becoming visible to the table at Tustin now. I do not doubt that that table exists and has for years now. Who currently holds a chair?

Bavituximab and the entire broad-spectrum anti-PS platform is the center of gravity for Peregrine. Cotara is peripheral.

In my opinion, at this point, the NSCLC data will decide things. If positive, then the table envisions a broad-spectrum platform of anti-PS mAbs that will treat multiple cancer indications.

The quiet period: Is there already paper and pen on the table?

The next Olympic sport may be low bar hurdles.

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