Replies to post #178026 on Avid Bioservices Inc (CDMO)

[stockweiser]

Thanks I will watch this since I wasn't able to do so the other day.

[pphmtoolong]

Sulaco, it sure was a nice presentation of Bavi's MOA. I thought Brekken did a good job in the Q and A portion. He was not put off by any of the insightful questions he got.

Now if the share price would only drop to irresistible levels, so I could add with confidence. Not that I am concerned about Peregrine's lucrative future. I'm just not sure when it will finally arrive.

GLTA, Paul

[biopharm]

Great post Sulaco... and I agree: Dr. Brekken brought the lumber big time.

Now, NYAS seems to be highlighting Dr. Brekkens previous March 25th appearance, just in time for ASCO 2014:

If you go to the main page of:

http://www.nyas.org/ ... and notice the 2nd highlighted story down on the right hand side:

"E-briefing - Lung Cancer"

Recent treatment advances in lung cancer supported by a better understanding of genetic heterogeneity may increase survival rates...

http://www.nyas.org/Publications/EBriefings/Detail.aspx?cid=356798bb-822e-4141-b196-317a8e1d2da7

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If you look further down on the breakdowns..

No mutation 37%
KRAS 25%
EGFR 15%
ALK 8%
EGFR (other) 6%
mutation in less than 1 gene - 4%
BRAF 2%
HER2 2%
PIK3CA 1%
MET 1%
NRAS 1%
MEK 1 less than 1%

.... amazing, flipped PS = 100% ... so everyone will be coming running to Peregrine sooner or later