Replies to post #232693 on Avid Bioservices Inc (CDMO)

[Couch]

My assumption is that enrollment is on track and the longer till first look in the better. Given SK said enrollment is on track what you cannot say with anything beyond speculation without facts is that you don't believe him.

The share price isn't going to move until after second look in IMO and only move substantially after positive Sunrise results. Thus, the current PPS has more to do with the ongoing ATM sales and the market waiting for proof that Bavi works. In essence, WS is sitting on the fence for awhile longer.

[pphmtoolong]

Verylong, repeatedly holding up the pancreatic trial as a model for what to expect in the in the Phase III Sunrise trial is misleading for two simple, but powerful reasons.

First, pancreatic and lung cancer are very different diseases. As anyone who follows the immunotherapy story knows, these therapies are only effective if the body has time to respond to them. Regrettably, pancreatic cancer kills so swiftly the immune system never has a chance to benefit from Bavi and other such approaches.

Second, Sunrise is a Phase III trial almost identical in design to the previous Phase II trial. So, the experience we had in that trial led us to believe Bavi was extending survival time. In fact despite the CSM screw up, Bavi clearly did extend survival time as we expected.

So, those of us who followed the Phase II trial's progress and data reconstitution, have every reason to expect a similar level of survival extension in the Bavi arm.

I hope you will spare us any further references to the clearly irrelevant pancreatic trial. I know fat chance.

GLTA, Especially Those Bavi-Arm Sunrise Patients,

Paul