Replies to post #198690 on Avid Bioservices Inc (CDMO)

[cheynew]

EXCELLENT POINT!

[Threes]

This is exactly what Carlton Johnson MUST GO!!!!!!

Not just his abysmal track record that was so stellar he was rewarded with the COB position.

The biggest threat to PPHM is that BP with big bucks will find alternate therapies that will make us obsolete.

A qualified respected COB with strong alliances in the pharma field would be in a better position to collaborate and create alliances to fast track the possibilities.

With a qualified COB maybe we could regain enough respect that a BP would actually consider a partnership or buyout.
If I were BP I would just let things go on while we hang ourselves with incompetent leadership of our COB. They will just inhibit our trials and use their influence at the FDA until we are forced to sell our IP for crumbs. Or they find a better mouse trap then they can say we knew we would be better off leaving this one alone.
In the mean time we can continue business as usual while other options may be developed that put us behind the curve in every indication.

Enough already from China to CSM Phase 2 how do we get rid of this leach.
He is the equivalent of stage 4 cancer to this company. He is killing us.

How do we nominate Dr. Garnick to the helm?

[MazelMan]

The wook says " over 24 collaborations"


Wook it up.

[vanessapu]

Let's hope EBS is correct in his analysis otherwise it will be a sad day for long terms ststockholders as you stated .
I have to believe as an investor they are in the process.

[Robert C Jonson]

"If one looks at the Bavi + Yervoy trial in melanoma, it might provide data, but registrationally it is a dead end."

It could be the intent is not for registration but to persuade BP to partner.

[BioBS2012]

This goes to my point that a partner brings a lot to the table, and is worth the "dillution".

The landscape is changing fast, and BP can afford to run many dozens of trials to try and hit the moving target. But a small bio can not do such.

If one looks at the Bavi + Yervoy trial in melanoma, it might provide data, but registrationally it is a dead end. Single agent Yervoy will be dead within a year in this indication, so no more Bavy + Y trials after this. Furthermore, if the trial does not enroll fast, it will never complete.

A BP could have launcher that trial faster, and could already be running a B+Y+n triplet combo trial. But PPHM (as any small bio) can not.

Do you seriously believe that BMY will run a Phase III with a Yervoy+Nivolumab combo? When they do start one let us know.

Yes, the future of I/O will be combo products, but you can bet no one is going to jeopardize their lead drugs by running Phase III combo trials where they already have the pole position. They will do Phase /Phase II studies and let the docs. do the rest in real life.

I believe PPHM is doing the correct thing by focusing on getting approval for NSCLC. Set a price for BAVI. and the rest will take care of it self :-)