Replies to post #255299 on Avid Bioservices Inc (CDMO)

[BCS Paladin]

That PLACEBO was the current SOC.

We matched it.

We have nothing to sell for at least 4-5 years.

We do not have enough money to go forward on a first class basis.

More low cost mickey mouse Phase I's and Phase II's.

We have a big money problem for R&D going forward.

Dilution won't fix it.

Avid won't fix it.

A partner that TAKES 175 million in shares for a $500,000,000
line of credit is the only fix.

It looks like CALICO may be our last hope.

[Protector]

investingdog, I think that you are correct in the raw assessment that in SUNRISE Bavi seemed to fail.

However, in the more sophisticating assessment, that is including the COMPLETE information that PPHM has provided in the PR and Conference Call, what many poster want to say is that that failure is not due to Bavi.

I explained it here in detail.

For Bavituximab to fail it would have to NOT meet the trial design goals for the bavituximab arm while the parameters of the Control Arm are ALSO in trial design boundaries.

Here the control arm patients get Docetaxel+Placebo and outperform ALL historical data of patients being treated with Docetaxel alone that was used to set the clinical trial boundaries and expectations for that control arm. Hence the control arm was NOT in the clinical trial boundaries. CEO KIng even said "Dramatically outperform" I translate in "Dramatically out of trial boundaries"

So you could say: SUNRISE failed, not Bavituximab.

However, I do understand that currently there is a wave of attempts to make PPHM shareholders believe Bavituximab failed because that would reduce future potential and possible investment in PPHM. However, we can not let such statements pass without providing the right perspective and the details. One liners are becoming less popular these days given the importance of the subject.