Avid Bioservices Inc (CDMO)

[sulaco]

Believer20, CLSN phase II had 9, repeat 9, patients, my friend

The great run up for CLSN was from $2 to $8-9 dollars last year. Anybody who had a 4-bagger there and still decided to hold through a shaky Phase III deserved to lose their money, quite frankly.

Sorry, but the Bavi platform, and I do mean platform, has a LOT more going for it than heating up doxyrubicin. Do your own DD and decide for yourself. There's tons of reading to do. Partnerships are not easy to negotiate, and in the grand scheme of things, 6 months from 9/24/2012 is miniscule. We're patient, because we know what we've got. Bavi showed a 60% improvement over the control arm in 2nd line NSCLC, which itself contained Bavi. So Bavi was competing against itself and still blew away previous competitors. No stat sig, you say? Well, phase 2 is not designed for stat sig. It's designed for safety and signal, both of which were clearly there.

Most people think Bavi is just a lung cancer drug. But it's not that. It's a platform that exploits the extroversion of phosphatidylserine on cancer and virally-infected cells. It has great potential applications in medical imaging. But again, do your own DD and good luck.