Avid Bioservices Inc (CDMO)

[RRdog]

RC Johnson,
Sorry Robert if I juxtaposed "locally" and "centrally" . I am glad you got my gist and agree.

Until 2000,
I will be happy to post more frequently if there is less jibberish to get through that wastes time. If we "raise the bar" on this board just a little, I think not only will it be the best such site but also, may be instrumental in making a great deal more money.

FTM,
I agree with your MOS estimation. PPHM has made our guesstimates much more difficult by changing the time frame they hold material facts until they can double and triple check every piece of data.
I suppose thay have become a bit paranoid since the "coding error" debacle. In addition, they do not release the date the control arm MOS events and that makes guesstimates harder. Ditto for information that would help us in ascertaining the date of average enrollment--leaving us to work only from the date of final enrollment. Thus I have become more conservative.

I am also working from the large "N" average of 9.9 months for SOC MOS. However, I note that that average is compiled from a range of previous trials of approx. 8.1 months all the way to a high end of range of 12.7 months. In my own analysis I am using 12 months as the SOC to be conservative.

FTM (or any other informed poster), I certainly agree that the most important concern for current shareholders is the ratio of MOS in the bavi arm to the control arm in 1st line NSCLC. Would like to add one other idea and get your thoughts:

Zavoico, in the Q and A of the qtrly cc raised the question of clinical trial patients living longer and taking additional treatment thus tainting the OS (overall survival) measurement. If a trial could be designed that would prevent patients from taking other treatment or at least measure subgroups that did not take additional treatment or limited treatment then we could get a clear look at extended response or "immunity" without the FDA feeling the result was adulterated by other drugs.

The idea is to validate any immunological response or MOA. This is a whole level up in the bavi story.

Best Regards,
RRdog