Replies to post #234194 on Avid Bioservices Inc (CDMO)

[wwtmm]

I wonder if anyone will admit that they were wrong that the first look in already happened?

[realist1]

RE "First look in not until first half of next year."

PPHM still dead money - at best. depends on how bad the dilution is.
Better hope proposal # 3 gets voted down.

[JAKE17]

JUST GOT HOME GWEN FROM VAC...I VOTED NO ON #3 ...

[exwannabe]

Wow. First look in not until first half of next year.

Was it "first half" or "beginning"?

Early '16 is still consistent with 12/15 enrollment complete. But as that look slips (be it for enroll curve shape, healthy patients or Bavi working very well), so will the 2nd and final looks.

If the final look is slipping into mid-late '17, and they do spin up the stated trials, they will certainly need the money from #3 (barring the second look hitting an eficacy stop, which is possible).