Replies to post #7542 on Avid Bioservices Inc (CDMO)

[Big On Tarvy]

Katie, Thanks for the correction.

My post should have read:

The Company has met with several analysts who believe the market for co-infected HIV/HCV patients is far more promising that the HIV stand alone market.

Regarding your comments on other parts of my post, I can’t respond because I’m just reporting what I heard, not what I know or think.

[jazzbeerman]

katie,

re: "Analysts do not get excited about the HIV market on a stand-alone basis"


I have heard the same as bigon.
- Please realize the statement is specific to the unique PPHM situation, and not meant to be interpreted as a comment on the HIV mkt in general.

GILD and all other of your referenced companies ain't throwing mabs at HIV!.... (who else is?).
What will a 2-3 week bavi regimen cost- 20K? 50K? I don't know.

The analysts bigon speaks of say that there is such a strong demand for low cost HIV therapeutics, that it could seriously (negatively) affect the price of bavi for other indications. (another reason to go after coinfection first, besides the fact that nobody else can).

That's what bigon is saying. It's a fact.



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re: Are you implying that the research centers are enrolling patients unknowingly with HIV in the repeat dose study right now?

YEs, it's quite possible, and within the protocol. Read the trial criteria again. Unlike VRTX and others, PPHM is NOT testing folks for HIV on the way into the trial... 40% of HCV patients do HAVE HIV, and many of 'em don't know it. It seems to me, according to the way the trial has been designed, there WILL be HIV positive folks in the HCV trial.

The only exclusion in the trial is KNOWN CHRONIC infection with HIV.There is a very long acute/primary period in many HIV infections. Chronic is defined as a certain (low) amount of certain T cells...


re: Insinuating PPHM and their investigators are not abiding by the protocol parameters is not cool.

Bigon did nothing to insinuate that. Read the trial inclusion/exclusion criteria again.



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reBOT The famous collaboration expected to be announced in 1st half 06 has in fact started but cannot be officially announced for political reasons.

Katie, I've heard the same. Perhaps a better way to word it would be that the partner has a tendency to NOT want to talk about who they're working with until they absolutely have to. That's the way they work, and that's what they're doing in this case as well.


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