Avid Bioservices Inc (CDMO)

[nuke661]

Sunstar,

Sunstar I'm not sure what is meant by the "survival" number that the article is referring to. Is it a MOS number? or a long term survival number for a certain percentage of the treatment population. I'm assuming by the magnitude of the number and the interest it's generating that it is a MOS number. If so from my current LIMITED research into Pancreatic cancer trials and current SOC, a MOS of 8 months would be a significant improvement (percentage wise) over the SOC MOS of ~6 months.

I believe we have a new benchmark against which we will be compared. Let's hope our numbers are better than 8 months which of course its looking like that we MAY VERY WELL BE based on the trial timeline and not yet having an event notification for MOS. But, if the trial was heavily enrolled past the trial enrollment period midpoint then we may be close; of course I believe that scenario has an extremely low probability. I believe we have an extremely good chance to beat NP+G numbers and that's why they are sweating it and trying to get to market first and why there is news blitz for them on their trial numbers. If Bavi comes out with 10 mos or better (which is what I believe we are tracking to) then NP+G may lose its traction overnight.