Replies to post #225954 on Avid Bioservices Inc (CDMO)

[pphmtoolong]

IFU, a few questions if you don't mind.

Number 1.

Do you think Bavi will bring Peregrine commercial success? If so, how soon?

Number 2.

Do you think your continuous repeating of your anti-Peregrine line will somehow turn the company around to achieve great success? If so, how long will it take for Peregrine to learn from your helpful criticism?

Number 3.

Do you think Peregrine is a lost cause and we should all sell as soon as possible? If so, why not just plainly say so.

TIA and Good Luck to the Bavi-arm Sunrise patients,

Paul

[biopharm]

The so called "Dozens of Collaborations" was stated almost a year ago and the only thing so far is the Single MSK Collaboration which on the surface seems to be something that Peregrine is paying for. Furthermore, it is more early stage pre-clinical work.

When do you think the other collaborations will be made known and which ones if any will increase something of value besides intrinsic value?

Don't forget about Ambit Biosciences and their collaboration with Peregrine....or shall we say Peregrines collaboration with Daiichi Sankyo now?

Puzzle pieces everywhere on this one and "dozens.." more just waiting to be announced

If I was collaborating with Peregrine for a certain indication, I'd want to start the collaboration and be aiming towards the finish line before my competition even knows I'd be collaborating with a PS Targeting agent. Maybe the first to market gets the upper hand with these new immuno-oncology combo's...

--------

Looks like Tom still shows working Ambit and Peregrine...

https://www.linkedin.com/pub/tom-sklenar/29/772/899

Feb 2014
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=98014623&txt2find=ambit|peregrine

Sept 2014
http://www.daiichisankyo.com/media_investors/media_relations/press_releases/detail/006192.html

----------

I'm not so sure I'd even want the other list of collaborations to leak out, since they may get bought out by some other Big Pharma. Buy outs I guess can happen for offensive reasons... and defensive plays as well.... time will tell

with "dozens..", I'm sure some BP's don't even know which ones to concentrate on and I guess its all the reason to get Bavi into the hands as many as possible and that is exactly what likely forced the deal with Memorial Sloan Kettering to develop more quickly