Avid Bioservices Inc (CDMO)

[entdoc]

sunstar, thank you for your valuable contributions here. Agreed Cotara is well below projected orbit. "Stall" comes to mind for a number of reasons. Pivotal to my calc.s is absence of an overwhelming "China effect". For years now the drug has been approved in that country for lung cancer, and probably off-label use. A leak of some kind seems inevitable if Cotara were a winner their, either in our stock price, rumor mill, or medical circles [publications]. Nothing. I don't understand it, based on concept elegance, but CAN connect dots when two entries into stage III trials are not pushed forward by PPHM or an intrested pharma.
Do not agree that NSCLC data will "decide things", other than reconfirm anti-PS MAB safety profile, a huge concern in light of expanding knowledge of anti-PS syndrome. And the pancreatic cancer and prostate cancer trials are at least AS important imo. It is even possible than not that Bavi will be used in a non-cancer application when all the dust has settled. Another app might be discoverered/decided when all the data from all the trials are crunched. Example: no cancers cured, but everyone noted a halt in the progression of their macular degeneration, arthritis, impotence, or depression. The FDA is interested FIRST in safety of an agent to be used in humans. The possibilities for this company and its properties remain strong imo. PPHM wholly owned MAB production facility, Avid, has been said here to be worth much more than present PPHM market cap. I can't vouch for that. It has repeatedly been said here also that PPHM stock could end up being the greatest asset in your grandchildren's next year Christmas stocking. All the above said, I report to you all that I am as disappointed (dazed) as y'all are. I have not given SERIOUS thought to selling, but it would be a lie to say I haven't thought about it numerous times. Cheers?