Avid Bioservices Inc (CDMO)

[cjgaddy]

Re: Adam Feuerstein - well, after attending CEO Steve King’s Stifel/Boston talk on 7-5-12 in NYC ( http://tinyurl.com/cr65pug ), and Tweeting that he spoke with Dr. Gerber on Sept7 about his ASTRO plenary on Bavi 2nd-Line NSCLC data ( http://tinyurl.com/8oxwk6v ), he’s gone from 7-20-12 ( http://tinyurl.com/9cyuwqb ) calling Peregrine’s Mgt. “sneaky and 2-faced” because “they didn’t talk publicly about the company's (now completed) ATM sales, keeping these stock sales as opaque as possible by burying details in the SEC filings.” <=[TOTALLY UNTRUE – see http://tinyurl.com/d3bs83n ], to someone, well, a bit more “interested” in Bavi’s latest Lung Data revealed by Dr. Gerber on Sept 7th…

http://twitter.com/adamfeuerstein - Adam Feuerstein?@adamfeuerstein

$PPHM bavi doubles 2nd line lung cancer median OS compared to docetaxel. That's a HR of .5. Phenomenal data... but is it credible?
1:59pm - 7Sep12

@gabbsPanama It means that if $PPHM Bavi data are confirmed, this is a blockbuster lung cancer drug. If confirmed...
2:02PM - 7Sep12

$PPHM -- Really want to see the breakdown of bavi response and OS based on geography.
2:03PM - 7Sep12

@DewDiligence Roy [Roy Friedman?@DewDiligence], I'm as skeptical about $PPHM Bavi as you but the data, as presented, are spectacular. So, search for red flags starts now
2:04PM - 7Sep12

Adam Feuerstein?@adamfeuerstein
$PPHM I still don't understand why Gerber told me this morning that < 50% of bavi patients had died to this point, yet here we see MOS.
2:08PM - 7Sep12

$PPHM - a 5-week difference in PFS translated into a 6 mos. difference in OS. How is that possible?
2:16 PM - 7Sep12

@libneocon Yes, the $PPHM bull story on bavi is similar to $DNDN Provenge & $BMY Yervoy - delayed immune response
2:24PM - 7Sep12

HA -> RT @Ogut_Ozgur: @adamfeuerstein $PPHM looks like Russian hit men were sent out 4 months and 12 months after control group enrollment
2:35PM - 7Sep12

$PPHM Last time I saw spectacular controlled, ph 2 data like this was $TRGT... not making that mistake again...
2:40PM - 7Sep12

Big winners from $PPHM data -- lung cancer KOLs. Their phones will be ringing off hook w/ calls from Wall St. on Monday morning. Ka-ching!
2:44PM - 7Sep12

$PPHM Lung Cancer Drug: Boffo Survival Benefit but How Real? --> http://www.thestreet.com/story/11691736/1/peregrine-pharmas-lung-cancer-drug-boffo-survival-benefit-but-how-real.html
TheStreet article by Adam Feuerstein 9-9-12 12:22pm
“Peregrine Pharma's Lung Cancer Drug: Buffo Survival Benefit, but How Real?”
1:24PM - 9Sep12

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