Avid Bioservices Inc (CDMO)

[cjgaddy]

Bob, the way I read the wording of your question to Chris (“whether the MOS's for the different arms will be released as they occur or altogether?” =>
“As they occur. These are material events.”) I think he automatically assumed you were taking about the 2 diff. Bavi arms, not the Ctl-Arm. We’ll see…

Given that 1st-Line NSCLC completed enrollment 9-8-11 (which puts us now at a minimum in the 14-15 mos range from median enrollment date) and that historical MOS for P+C/Alone is in the 10-11 mos. range, I believe Ctl-Arm MOS has been reached (despite their abnormally high ORR & PFS numbers reported 3-9-12), and both Bavi arms are still accruing MOS. If the Bavi arms hold until Nov/Dec, we’re really looking at a heckava MOS advantage for Bavi 1st-Line, just like we saw in 2nd-Line on Sept7. Fingers X’d.

My take on 1st-Line NSCLC MOS:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=79572319