Replies to post #234835 on Avid Bioservices Inc (CDMO)

[Protector]

war0001, you must be kidding. This is the world on its head.

Bavi already has proven what it can do for ECOG 2,3. Those patients are MUCH harder to find. Extending the ECOG to full range would indeed created some more early events, in BOTH arms that is.

But it would NEVER yield the results that it will now where PPHM will very probably be able to challenge 1st line ALL IN ONE. The ECOG 0,1 patients is what you find more in 1st line (previously not treated).

So this waiting, no matter how annoying for us, is worth it. Furthermore management was ready in 2012 but the dose switching forced us in a 582 patients PIII.

And think, wee have YET no 1st lookin and with EVERY DAY passing that 1st look-in, while for safety and futility, makes more and more chance to be a full stop for efficacy. Certainly if it is in H1/2016 because that means the Bavi arm is not contributing to the events to reach the 33%.

From "Herbst et al, 2010" we know that the control arm alone could not have generated to needed events by now as 41% survived 1 year and the MOS was then 9.9 months. But with a little help from the Bavi arm that would have been another story. Yet, NO 1st look-in yet and PPHM who has the exact enrolment data (possibly even a flat arm-unqualified event %) says H1/2016.

So what you call waiting now could very soon turn in sudden BOOM.