Replies to post #268043 on Avid Bioservices Inc (CDMO)

[asmarterwookie]

Top O' the NO $0.20s Tuesday Morning Peregrine!

Although Peregrine is no stranger to 50% haircuts I believe PPHM is valued around 2X revenue of Avid(easy number).

The APP is worthless according to stock price.

Will the CC say and show that the APP is working as expected?

Please have the data Dr. Garnick.

Peregrine, please give us the data.
The eclipsed Sunrise data needs to be revealed.

Also, are their NEW Avid contracts and what about geographic diversity for new Avid facilities. Of course it's easier to keep them close.


Looking forward to updates.

Edit add: true or false...5 mg/kg Bavi yielded unacceptable clotting.

If true, could this AE be associated with an increase in apoptotic debris removal? You know....the PacMan(Macrophage et al...)that eat the magic dot(dock with Bavi)?


wook

[Protector]

exwannabe, neither I or eb cherry picked phrases, we highlighted a complete unabreached paragraph. Your quotes on the other hand were isolated phrases of which I provide the paragraph below.

I think we can both see the 'Grade 3' at the beginning of the 2nd phrase you picked. So let me provide the FULL paragraph:

In the combined control placebo/bavituximab 1 mg/kg group, 82% of patients experienced at least 1 AE during the study, compared with 95% in the bavituximab 3 mg/kg group. The most commonly reported AEs were fatigue, nausea, and neutropenia. Grade ≥ 3 toxicity occurred in 35 patients (45%) in the combined control group and in 22 patients (55%) in the bavituximab 3 mg/kg group (Table 3). Discontinuation of study drug because of an AE occurred in 9 patients (11%) in the combined control group and 9 patients (23%) in the bavituximab 3 mg/kg group.

So I'll give you the % stuff but I don't think fatigue and nausea are real concerns if you get better from a cancer. As to the neutropenia, well SUSCEPTIBILITY to infections is NOT THE SAME as an INFECTION. SO Bavituximab MAY increase the SUSCEPTIBILITY to INFECTIONS but at the SAME TIME it does FIGHT, PREVENT or LOWERS the EFFECT of real infections which means that the white blood cell count concluding in neutropenia is actually futile if Bavituximab is the cause.

So although technically you are percentage-wise correct, I think that most people, in the light of a REAL explanation of what that paragraph means, will PREFER being MORE SUSCEPTIBLE to INFECTION, because it doesn't hurt or doesn't do anything bad, then CONTRACTING and SUFFERING from a REAL INFECTION with all possible consequences, wouldn't you think so?


Bavituximab may increase SUSCEPTIBILITY but as the document says elsewhere effectively lowers the consequences of real infections that are all over the place with Chemotherapy alone anyway.