Replies to post #264108 on Avid Bioservices Inc (CDMO)

[geocappy1]

Significant partner or they will not be able to go anywhere.

[Carboat]

I will also not allow myself to be lead to think that because SUNRISE was stopped because of an anomaly in the control arm (nothing to do with Bavituximab) that anything changed regarding the value of the IP/Pipeline of Bavi.

The trial failed. It was stopped for futility. PPHM stopped all other bavi/chemo. The share price cratered 65+%. Garnick has been silent. Control likely beat or came super close to bavi. Does not matter history of control performance. That was then ... this is now. Short of finding bavi in the control, Sunrise and bavi/chemo in lung cancer is a total bust. A waste of years, tens of millions of dollars and wipeout of investors. Another major miss by mgmt/bod. But feel free to believe that nothing happened to value of pphm.....$.37 yeah all is fine.

[sunstar]

"150K$ for a full treatment for about 2 years survival if you are a responder (30% for Opdivo) is expensive. If the price must go down then the way to keep the income is to increase the number of responders."

Dr. Rolf Brekken: 'Bavituximab I-O, in combination with downstream immunotherapies like Opdivo, etc. anti-PDxx, can increase response rates by 200% to 300%, doubling or tripling the number of patients who can be successfully treated, and vastly reducing the cost of immunotherapy per patient.

Cogent point, CP.

IMO

sunstar

[aikifredicist]

CP I think you mean the acquired immune response not the auto-immune response.

from wikipedia:

Autoimmunity is the system of immune responses of an organism against its own healthy cells and tissues. Any disease that results from such an aberrant immune response is termed an autoimmune disease.

and

Acquired (adaptive or specific) immunity is not present at birth. It is learned. As a person's immune system encounters foreign substances (antigens), the components of acquired immunity learn the best way to attack each antigen and begin to develop a memory for that antigen.

And Birge did not publish his article in Nature magazine. He published in Cell Death and Differentiation.

Nature Impact Factor = 41.456
Cell Death and Differentiation Impact Factor= 8.849

It was an excellent article but it was not published in as prestigious journal as Nature Mag.

(I've had over a 100 scientific journal articles published and not one in Nature Mag.
My target audience probably would not regularly read Nature.)

[swg_tdr]

I disagree, CP. 2 years at $150,000 is HUGHELY CHEAP

THAT IS, if it is the total cost of clinic/hospital treatment, not just the drug cost.

Recently with what I have experienced, several cases of NSCLC with late discovery (stage 3 or 4) first and subsequent treatments, involving several mid-40s athletic people, resulted in death in a few months or half a year. Think professional earnings lost. Two years -- price-less!

And a good first-line response in an elderly person, of age 81 in otherwise excellent health but stage 4, can have 18 months survival with a few second, third and forth in line (failing) treatments. Think how much that is worth to all the relatives (and the patient especially if there are grandchildren) -- also USA Medicare to pick up 80% of the tab.

And as some one here quoted, more volume, so bring down the price for Prez Clinton or Trump ;-)

best,

You heard Hilary. Drug prices are going to be under pressure. In Europe too. A 150K$ for a full treatment for about 2 years survival if you are a responder (30% for Opdivo) is expensive. If the price must go down then the way to keep the income is to increase the number of responders. Opdivo+Yervoy (about 250-300K$ per treatment) has even less responders and AstraZeneca is going to invest in a comparable combo with their PD+CTLA molecules.

But 150K$ if you get AUTO-IMMUNE RESPONSE (that means your cancer DOES NOT COME BACK) that is another thing. Then the 150K$ saves your live and does not just prolong it 2 years.