Avid Bioservices Inc (CDMO)

[eddiebali]

Was so bullish I bored my gf to tears talking about pphm.
Then I read this which dampened my enthusiasm some what.
I believe pphm was sabotaged by either a third party or Big Pharma or God forbid even themselves.
But losing track of 6 patients is abit of a joke.
PPHM management history hasnt been the best in my opinion.
When everybody is counting their future winnings I worry. So I take a different view now.
I hope its okay to change your opinion/mind on this board without been crucified.


"Yes, there is some dispute.

First, there were 6(?) patients in the 3mg arm who at 6 months were neither dead nor alive, they were reported as lost. If the reason these patients were LTFU was because they were dead and convienty not recorded, this would nullify the improvement in OS.

The number of LTFUs was high and unbalenced. To ignore this is a mistake. Does it mean the drug failed? No. But it dooes mean there is more reason for uncertainty.

Second, many will not trust data comming out of this company until it can be vetted. They spin. The primary endpoint of the 2nd line trial (as defined by PPHM) was ORR. This failed. Then they tried OS for the 1+3 vs 0 arms blended. This data turned south, so now it is non stat-sig OS for 3 vs 1+0. Seriously, take enough measures and you will always find something positive.

Bavi may or may not work, but this "gold standard" trial certainly did not do much to prove it."