Avid Bioservices Inc (CDMO)

[nuke661]

Entdoc,

Your posted:

Did anyone else get this? Here's a direct transcription from the ASM:
"PII pancreatic ca w gemcitabine
not clear how drug was tracking.
similar results in both [testing sites???]
discordant response in two groups
differences in central read [foreign centers?] vs. local hospitals… put off interpretation
MOS to be reached late this year or early next year. Too early to tell .
Pancreatic: completed enrollment June this year.
Primary endpoint MOS? “WHEN? end of this year or beginning next year

This had me concerned that you were hearing that the pancreatic trials may be exhibiting/generating the results stated such as: discordant response, difference in central reads.

This drove me to listen to the webcast again and this is what I heard (starting around the 4:30 mark). The discussion regarding the "not clear on tracking and discordant response and differences in central reads" issues were all associated with the front line NSCLC data that was presented earlier this year. This was the data that a number of entities jumped on as indication that bavi was ineffective. But I believe that info was followed up with a discussion regarding how the typical/historical indicators may not be accurately reflective of a drug that may have a longer MOA. This previous sentence I'm not that not that clear on; people will have to listen to it themselves to be sure.

Anyway, I'm good with the fact that there was no information provided in the webcast portion that indicates anything potentially off kilter with the pancreatic trials. Which for me is good. The pancreatic trial is the trial that I'm hoping/guessing will play a major factor (not to be confused with the only factor) in re-establishing positive momentum in the shortest time frame possible. It would IMO significantly boost the information to indicate that Bavi has broad based application by showing efficacy in yet another high unmet medical need.

Another interesting thing I heard in listening to the recording was around the 18:50 mark when Steve K. stated "...complete the investigation OR report results from that 2nd line NSCLC trial..."

He also stated near the beginning of his talk (didn't write down the time mark and I don't have any desire to go back and find it) that the 2nd line NSCLC was the primary target and still a "Potential" lead indication.

These statements are saying to me that they definitely aren't ready to broadcast that they've given up on reviving the data with what they currently know. Nor does it indicate to me that they have a ton of confidence of achieving that goal either. For what its worth.

Thanks again for the first hand information that you and the others that attended the ASM have been providing.