Avid Bioservices Inc (CDMO)

[EYEBUYSTOX]

EOP2 Minutes PR or Front-line NSCLC first?

I've been struggling with the implications of releasing an expedited pathway for 2nd line NSCLC or breast (be it a rolling NDA submission, BTD, etc.) or front-line results first.

The FDA meeting minutes will be finalized in the next 20 days. Assuming the front line results are good or average not great (i.e. 14 months treatment vs. 11 control) if I were PPHM and partners were stalling I'd release any positive information I could from the EOP2 meeting and then sell 15 million shares at $4 before announcing the front line results.

On the other hand, if the front-line results were great, I'd announce them first and then publicize the trial protocol and any potential expedited pathway to market for bavi and sell 10 million shares at $6.