Replies to post #245279 on Avid Bioservices Inc (CDMO)

[honestabe13]

notbob... my knees buckled when i heard that, too.

[revenue_monster]

Good points NB17

[jakedogman1]

agree but i think the context was from a resource allocation standpoint...

[chevalblanc-47]

Notbob, you beat me, I have been involved with the clone since 1995. EL talked me into the stock. Lucky me I had the chance to participate in the 2000 run up.
I am very positive about the developments, PPHM looks like a real company now, I guess you do not want the likes of John Bonfiglio back.... I am fully loaded with stock and I hope for an early retirement by the end of 2017.
Don't read too much into SK's comment about the 90%. It does not mean he will give up SUNRISE ;-)

good luck to all longs and kind regards from Switzerland

[itsabouttime]

NOTBOB17

All things aside from your post for a moment. I believe his intended statement below was to exclaim the enrollment of patients for SUNRISE has past critical mass for requirements necessary to conduct trail.

Thus the remaining estimated 582 enrollment is expected relatively soon within weeks. This milestone allows for further attention not only on SUNRISE but supporting data on other trials for the BLA on SUNRISE. Secondly, expands labels in other I/O indications for COMBO treatments.

However, I clearly understand your point.



Hence, this venting . The line is( I paraphrase) " with the Sunrise enrollment now over 90% , it allows us to shift focus to other trials".

[Protector]

NOTBOB17, I think you see that wrong, it is not what was meant by PPHM.

PPHM (King/Shan) said in the past tha enrolling SUNRISE was a priority. It is clear from several statements, incl. one of yesterday, that they visited sites and talked with Doctors and promoted the SUNRISE trial.

They also said that if SUNRISE was enrolled they would put more effort in more collaborations.

So the MORE THEN 90% may be a VERY unfortunate way of formulating. Our new IR office clearly didn't do its jobs because look how many reactions there have been in all directions on this. If it would not have been that they match 100% enrolment in the coming weeks then it would have been an ambiguous statement.

Furthermore you should be less concerned because PPHM clearly stated that they have the targeted number of patients for 1st and 2nd look-in and for final unblinding (given the eventing that of course still has to take place.

So MORE then 90% today, 100% end of year or at the worst in January. Then, as of that point, there is NOTHING They can do other then wait for the eventing and finally unblind.

It is a GOOD thing that PPHM doesn't sit and wait for unblinding of SUNRISE before continuing the other clinical trials. It is not so that because they enter the IO+IO combination or Chemo+IO+IO arena that SUNRISE means nothing to them any more.

I had the impression that after a complete read of the transcript of what we heard that would be all clear. I am surprised that you worry about it and I think that your worries are without ground. You may have just miss read this or better, their communication was sloppy.

[JAKE17]

WELL SAID BOB.......

I'M 24 YEARS IN TOO ........

[investorcg]

I think you owe me a golf lesson, and its accrued interest for like 30 years!!!!!

[Krakonos]

NOTBOB17 my take on your point of view.

Cotara is no where to be founding part because protocols changed, but mostly because they had a new toy with what is now Bavituximab.

In my opinion and we have heard about it those days as well, is that management realized how SMALL potential market for Cotara was if they continued on that path with limited finacial resources at their disposal those days.

You are right about "new toy".

They smartly channeled money into Tarvacin, which we refer to today as a bavituximab, because with their constant discovery of MOA they realized what kind of astronomical impact bavi will have when approved. Not only as a finacial reward, but humanitarian as well.