Avid Bioservices Inc (CDMO)

[investingdog]

I don't disagree with you that the fair comparison between Avastin and Bavi is using the same chemo agents and against the control arm. However this is not necessarily what our friends AF, PC and others will do when they spin the results. More than likely they will not talk about Avastin side effects when comparing with Bavi.

The discussion started around PPHM share price and the effect of first line results on price movement. For AF and others to shut up we need to beat all those trials while having MOS considerably above the control arm. That is the only outcome that will convince the street at this time.