Replies to post #258178 on Avid Bioservices Inc (CDMO)

[Robert C Jonson]

"He would have cared if Bavituximab didn't work, probably the reason why PPHM shared that Bavituximab performed according SUNRISE trial design expectations. "

CP, tell me how we can say this, because if the control arm worked as well as the treatment arm, how can we say that it was the Bavi that was working in the treatment arm. It seems to me that the reason the trial failed is because we CAN'T say with any certainty that the Bavi performed as expected. Where am I going wrong?

RCJ

[jakedogman1]

yes and they also talked about how they could stretch the $2 mil with NCCN.... about 2 nights worth of opdivo commercials.... pphm IP needs to be in stronger hands with ample resources and control of the process and timing.... look at AZN/Medimmune pipeline.... lots of potential shots on goal and potential w/ pphm IP....

pphm could have done a deal 2 yrs ago but every CC included "retain U.S. rights".... mgmt did not understand the changing landscape and the BOD (having zero biotech experience or footprint) added less than zero value and that is why IP has less than zero value right now...

so as far as "retain U.S. rights", SK has the right to remain silent and listen to the terms are probably being put forth that could lead mgmt and shareholders out of this mess...

the deadline for putting something on the ASM proxy is coming soon and i would venture some big changes need to take place ....