Avid Bioservices Inc (CDMO)

[nuke661]

CJ,

It certainly seems that PPHM, SK and Garnick are not in the least bit interested in tamping down any enthusiasm surrounding accelerated approval for 2nd line NSCLC for Bavi. I'm sure they intend to pursue it ASAP whether they get a partner on board for that 1st meeting with the FDA or they use the first meeting and AA potential to twist someone's arm.

You'd think the BP co. would want to be in that 1st meeting if there is the slightest chance of affecting an AA outcome. The money flow and market penetration numbers for a drug already approved while going through PIII testing would certainly make that PIII testing a whole lot more affordable.

If PPHM even begins to see a chance at having another cash flow market - in addition to record AVID sales growth as stated in the CC - to support PIII testing and at the same time keeping all their rights in-house has to make some of those BPs take major notice. I don't think they want to low ball too much because PPHM has already built a strong position based on trial data that only seems to be getting much stronger as the weeks continue to go by with no MOS trigger announcements for either front line or second line NSCLC trials.

Maybe that's why we are seeing this whole new attitude in their presentations and why they seem to almost dancing on tables shouting and flaunting the data (well it seems that way after all these low key CC presentations since I've been invested). I think they are flaunting it because the BP dealings are happening big time serious like and when you're dealing you're a supposed to be flaunting your stuff.

Thanks again CJ for doing the yeoman's work for this board.