Avid Bioservices Inc (CDMO)

[The Other Guy]

will not pursue pancreatic anymore???

If you re-listen to the presentation, King explains how bavi works best as an after-chemo agent. There needs to be some sequence in the application of chemo and bavi. I don't think they are dropping pancreatic, they are just not applying it as a front line.

The information is good. I would have preferred some elaboration and direction. King gives the impression they are still "searching" for a use of bavi. The "re-thinking the program" comments give the impression advancement is distant. He downplays the NSCLC data, Breast cancer advances and partnering efforts. I get the sense I could come back in 4 months and buy back into PPHM at the same price point as it is now. I hope I'm wrong...