Avid Bioservices Inc (CDMO)

[freethemice]

So far the delayed response, in terms of survival, has only been a problem with the pancreatic trial.
If you look at the patient characteristics of the second-line NSCLC trial and the pancreatic trial, they
are not that different. Perhaps the PS score and metastasis is more of a determinant for
pancreatic cancer. Remember the MOS for the control arm of the second-line NSCLC trial (putting
aside the discrepancies) was 5.6 months, while for the pancreatic it was 5.2 months, again not
that different. Yet, the treatment arms were much different. I tend to think this has more to do with
the nature of pancreatic cancer and not the chemo drug used with bavi. So in answer, I guess
the thing to do is to avoid pancreatic cancer if you are a struggling biotech. It might work if you
could use bavi early on, but then again the nature of pancreatic cancer is that most of the patients
don't get diagnosed until they are in stage III/IV so it would be hard to find enough trial patients.
Maybe it is a problem with no solution, at least for now. I am not sure why they ran this trial, maybe
as a test of the limits of bavi's effectiveness?