Replies to post #194864 on Avid Bioservices Inc (CDMO)

[geocappy1]

Based on what Volgoat has said, BBs are the real deal. As for why the drag, I can think of a reason or two.

Number one, no patent yet. Two, if I knew I had a block buster in BBs, I would drag my feet until I had moved Bavi along far enough to either monetize it by getting it on the market, partner it, or sell it.

I would not want the would-be players starting to talk about BBS until I had someone hooked on Bavi.

[The Other Guy]

Do you really want to hang your hat on ONE and ONLY ONE trial whose progress won't be disclosed for at least another year? Given the Phase II fiasco, they need to have Plan B in place. How do you know betabodies is not in a preclinical collaboration? What makes you think that betabodies won't be better than the current bavi?

It is possible Peregrine has betabodies further into development than what is being disclosed. However, based on the given "strategy" by King, the company is hanging it's hat on NSCLC Phase III. All else is dangling carrots until we have one of the many catalysts come to fruition. Unfortunately, some of us shareholders got drawn into the many forth coming statements King and other management have stated.

[pphmtoolong]

I don't have anything bad to say about betabodies. However, Peregrine management has given us no reason to believe they are putting substantial resources into them at this time. On the other hand clearly management is betting the farm on Sunrise.

Based on the substantial prior clinical record of Bavi and on our improved understanding of how it works and how it works with other therapies, I am very confident that Sunrise will be successful enough to ensure PPHM shareholders a lucrative return.
In my view this new era for Peregrine will happen long before betabodies reach the clinics.

GLTA, Paul