Replies to post #250776 on Avid Bioservices Inc (CDMO)

[Protector]

cj, thanks for all the very interesting material you have been posting on PPHM the past week.

I liked the video of CEO King but will have to review it once more with a clear head.

Just wanted to emphasize, unless everybody except me knew all the time and I missed it, that I think it is for the FIRST TIME, that we have been given an idea between the manufacturing for 3rd party and the mentioned range 5 to 10 mil$ for for internal used (PPHM, probably mainly Bavituximab).

And he clearly said, until I dreamed that too :) that it was without the new facility. It is however not clear what those 5 to 10 mil$ mean. Is that Bavituximab AT COST or at potential Sales price?

[biopharm]

CJ great post to keep us all updated! I think I have said it before but you were certainly #1 the reason why I am here today and never left. The INTRO is so massive and not for the weak at heart to dive into and try to learn about Peregrine. I don't think many can see the technology that will seep out of this paradigm shift....and am looking forward to see it unfold.

[itsabouttime]

CJ Have watched numerous videos and studied many posters/slides.
The MOA of this chimeric molecule is very intriguing. The science is fascinating. While the micro environment is very complicated
this PS binding ability on a global scale will be of strategic importance for all future combo treatments in many indications.
This last presentation unlocked many questions.

[cjgaddy]

2-17-16/BiotechStocks: 4 Stocks to Consider for Biotech Turnaround. Don't know anything about BiotechStocks, but a straightforward overview, 'tho no mention of the 3 new 2015-16 collabs, MSKCC, AstraZeneca, and NCCN...

2-17-16/BiotechStocks: 4 Stocks to Consider for Biotech Turnaround
http://finance.yahoo.com/news/4-stocks-consider-biotech-turnaround-165500882.html
...Curis, Inc. (CRIS $1.50), Del Mar Pharm. (DMPI $.78), Immune Design (IMDZ $10.73)...
Peregrine Pharmaceuticals, Inc. (NASDAQ:PPHM)
Peregrine's lead candidate is bavituximab, which is a chimeric monoclonal antibody. Essentially, the drug binds to receptors on the surface of cancerous cells and signals the immune system to come and attack endothelial cells. Endothelial cells are cells that line blood vessels, and so through inducing this attack, bavituximab aims to cut off the blood supply to a tumor and halt its growth. Data from a Ph. II trial in lung cancer [6-3-13/ASCO’13: Final Data Ph.II 2L/NSCLC http://tinyurl.com/my8qxw7 “…60% improvement in MOS: Bavi/3mg=11.7mos. vs. 7.3mos. for CTL-arm(combined Bavi/1mg + DoxyOnly arms), HR=.662, P=.113” ] demonstrated superiority to docetaxel, a multi billion dollar blockbuster currently marketed by Sanofi (NYSE: SNY) - and Peregrine is currently running a large Ph. III of 600 enrolled patients in the same indication. The trial is again pitching bavituximab against Docetaxel, with a 3rd placebo arm thrown in. If the drug can replicate the Ph. II data in this trial (called SUNRISE - all details here: https://www.clinicaltrials.gov/ct2/show/NCT01999673 ), Peregrine could have a real blockbuster on its hands. The trial is expected to complete in December this year, so again look for any interim updates to provide upside catalysts, and end of the year top-line efficacy to form the basis of an early 2017 NDA submission.
Source: Biotech Stocks ( http://www.BiotechStocks.com )
Direct link: http://biotechstocks.com/4-stocks-to-consider-for-a-biotech-turnaround

[biopharm]

11-9-15 SITC'15: New Bavi+Checkpoint Inhibitors preclin. data (UTSW/DUKE's Herbert K. Lyerly)

http://tinyurl.com/pbof95w

...Also, collab. with Dr. Bernard Fox (Immunotherapist/Earle A. Chiles Res.Inst.) on new Immuno-Profiling Clinical Test (Opal 6-plex quantitative IF Assay), PPHM roundtable with Raymond Birge (Rutgers), Douglas Graham (Emory), Dmitry Gabrilovich (Wistar), Rolf Brekken (UTSW), Maria Karasarides (AstraZeneca) - ”Combining Bavi w/anti-PD-1 significantly enhanced O/S… significant incr. CD45+, CD8+ and CD3+ T-cells… led a prolonged anti-tumor immune response which protected the animals against a re-challenge w/same tumor.”

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Our very own biomarker dream team above.... including Dmitry Gabrilovich..... had some words of wisdom today re: MDSC's


Fri., Nov 18th
12:00 NOON
CCC, 10th Floor, CR10C

Cancer Biology Faculty
Candidate Seminar
Dmitry I. Gabrilovich, MD, PhD
The Wistar Institute
Philadelphia, Pennsylvania
TITLE: "Myeloid-derived suppressor cells in cancer are coming to age"

http://152.17.48.202/seminars.html