Replies to post #228605 on Avid Bioservices Inc (CDMO)

[stoneroad]

CP, from your lips to God's ears!!!!

[Jeff4iam4]

CP, i like the way you think. Sun star has made a good point for a starter but leaves too much potential on the table for too little compensation....ergo, breadcrumbs ( i know traders are screaming at me now, they would take $5 a share and be happy). You on the other hand have great valuation for a more mature PPHM, which is fine but a struggle against time to achieve that valuation on their own. No, because there is way too much work left to be done, i don't see a deal for what amounts to an acquisition for $460 a share. However, a $50 cash and two shares of GILD (total value today of $290) for each share of PPHM is plausible after sunrise results with FDA approval and if the results are as outstanding as we think they will be. And as a somewhat major PPHM shareholder, i would be glad to take $290 and know that my GILD shares would still end up going up two or three times in value....if not more...once they fully developed Bavi and the BBs. Either way i retire rich....not CP rich, but wealthy enough to make me very happy. And since cancer is the number one killer in my family, maybe i get to live long enough to spend a good portion of that money....thanks to Dr. Thorpe.

[md1225]

I like what your saying CP but a realistic buyout after Bavituximab approval would probably be to the tune of the ABBV PCYC aquisition 20B. Maybe by this time next year?

If trial halted on second look in, Yervoy trial Bavi doubles efficacy and we have two new late stage open label trials in breast and frontline showing positive preliminary ORR numbers?

Yes a lot of what if but definitely possible this time next year 20b deal.

But I believe we see a partner soon after first look with 1b upfront and milestones to the tune of billions on approval for each indication.

[biopharm]

GILD has the profile to be such a potential company for PPHM.
100$ per share + 3 GILD shares? approx 100$+3x120$=460$ ?

That is about 40% of GILDs outstanding shares and equally dared as their previous acquisition. But they get the BIGGEST POTENTIAL EVER in return.
And what GILD needs is POTENTIAL that they can LEVERAGE, not pay for regular income where growth depends only on sales & marketing. With Bavi there is a complete platform to drive growth.

I am SURE GILD would make money on that in less then 5 years.
And GILD would never do the bleed that they would do in cash for a BYM or so.

CP or Sunstar...or whomever wants to take a shot at this one: what do you think of this patent filed by Gilead just after our Sept 2012 sabotage and is it them just trying to gain some leverage, knowing PS Targeting is the key ?

Phosphatidylinositol 3-kinase inhibitors

Publication number US9018221 B2
Publication type Grant
Application number US 14/137,978
Publication date Apr 28, 2015
Filing date Dec 20, 2013
Priority date Dec 21, 2012
Also published as CA2895782A1, US20140179673, US20150218154, WO2014100765A1
Inventors Jerry Evarts, Leena PATEL, Jennifer A. TREIBERG, Stephane Perreault, Arthur Yeung, J. Purvis II Lafe, Musong Kim, Less «
Original Assignee Gilead Calistoga, Llc


Cell signaling via 3'-phosphorylated phosphoinositides has been implicated in a variety of cellular processes, e.g., malignant transformation, growth factor signaling, inflammation, and immunity. See generally Rameh et al., J. Biol. Chem., 274:8347-8350 (1999). The enzyme responsible for generating these phosphorylated signaling products is phosphatidylinositol 3-kinase (PI 3-kinase; PI3K). PI3K originally was identified as an activity associated with viral oncoproteins and growth factor receptor tyrosine kinases that phosphorylate phosphatidylinositol (PI) and its phosphorylated derivatives at the 3'-hydroxyl of the inositol ring. See Panayotou et al., Trends Cell Biol 2:358-60 (1992).

Presently, three classes of the PI 3-kinase (PI3K) enzymes are distinguished, based on their substrate specificities. Class I PI3Ks can phosphorylate phosphatidylinositol (PI), phosphatidylinositol-4-phosphate, and phosphatidylinositol-4,5-biphosphate (PIP2) to produce phosphatidylinositol-3-phosphate (PIP), phosphatidylinositol-3,4-biphosphate, and phosphatidylinositol-3,4,5-triphosphate, respectively. Class II PI3Ks phosphorylate PI and phosphatidylinositol-4-phosphate, whereas Class III PI3Ks can only phosphorylate PI.

The initial purification and molecular cloning of PI 3-kinase revealed that it was a heterodimer consisting of p85 and p110 subunits. See Otsu et al., Cell, 65:91-104 (1991); Hiles et al., Cell, 70:419-29 (1992). Since then, four distinct Class I PI3Ks have been identified

..

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http://www.google.com/patents/US9018221

[biopharm]

GILD has the profile to be such a potential company for PPHM.
100$ per share + 3 GILD shares? approx 100$+3x120$=460$ ?

That is about 40% of GILDs outstanding shares and equally dared as their previous acquisition. But they get the BIGGEST POTENTIAL EVER in return.
And what GILD needs is POTENTIAL that they can LEVERAGE, not pay for regular income where growth depends only on sales & marketing. With Bavi there is a complete platform to drive growth.

I am SURE GILD would make money on that in less then 5 years.
And GILD would never do the bleed that they would do in cash for a BYM or so.

I wonder where Gilead is today... with all the competition racing to the finish line on I/O combos for the 2nd wave of FDA approvals

[geocappy1]

Is that $138B for pphm? I can't think of anything constructive to say so I will just leave it at that.