Why not indeed, if as good as volgoat has portrayed in the past.
I think you know that I do not agree that evidence has shown Bavi failed at all. Any failure of trial seems attributed to the control performing too far above any expectations. We will know more when and if we are provided with numbers.
exwannebee, that would not be the most profitable path.
They can use Bavituximab to fill the coffers in scenario's such as these with our without direct involvement in the Clinical Trial.
If they do that step they need ONLY to prove that BetaBodies work BETTER then bavituximab (because if they don't they are worthless unless the advertise other advantages such as same effect but faster and cheaper to produce). At EQUAL performance with ONE LITTLE advantage (whether in cost or performance) the BetaBodies have indeed the advantage of longer patent protection.
I do not believe at all in any stigma of Bavituximab. We see that through financial shareholder glasses but a guy like Dr. Wolchok at Memorial Sloan Kettering only looks at the science. He probably sympathises with PPHM but couldn't care less that SUNRISE failed because its two decade old Doce-chemo+placebo arm outperformed in a dramatic way making the trial fail. He would have cared if Bavituximab didn't work, probably the reason why PPHM shared that Bavituximab performed according SUNRISE trial design expectations.
So a stigma is perception that hits some and not others. Depending on how PPHM will internally be able to MOLD some BoD/Management members into leaving the go it alone scenario they could in the VERY short term be very successful. PPHM was clearly on a path that they would run all the trials etc (see AstraZeneca deal - amazing PPHM could run the trials). But in the transcript of last Q/CC Q&A one can clearly see that the sky opened and that 'involvement' of UTSW, MSK, NCCN and even a commercial BP like AstraZeneca became suddenly possible.
From going alone to mega alliance. This is what allowed CEO King to deflect the restructuring question with saying they will rather GROW this with I-O.