Replies to post #269766 on Avid Bioservices Inc (CDMO)

[vinmantoo]

The interim analysis showed that the bavituximab combination group is performing as expected according to the original trial assumptions in terms of overall survival, while the docetaxel group is dramatically outperforming overall survival expectations based on the original trial assumptions and as compared to recently published studies.

That is a very simple statement. Back it up or don't mention it. I don't know why you can't see how different that is from how any company I have invested in behaves or what BMS said. PPHM knows what the expectations were from their trial design, so just tell everyone what the results were. It astonishes me to no end that most longs don't seem to care when management says something like that and then 6 months later still hasn't backed it up, either by giving the MOS data that led them to make that comment, or even just the control arm MOS. How in the world would giving out just the control arm data compromise their "secrets"?

[north40000]

BioBS2012, thank you for answering vin very adequately in #269766. Let me ask a few other questions.

Vin, what makes you think the "numbers of patients continuing had to be small"? Have you counted them? How many patients were in the Bavi treatment arm originally and at the interim look? Do you dismiss the idea that the patients remaining in the Bavi treatment arm, w/o eventing, at the interim look are continuing on maintenance therapy, as PPHM management has said and ethics would demand should their PCPs and those patients so choose? Do you dismiss the idea that an unknown number of those patients have NOT evented even today? What makes you think those "numbers" are even final numbers today ~6 months later, with data continuing to be collected and analyzed from the ongoing Sunrise study? Do you dismiss the idea that the Bavi treatment arm in the continuing Sunrise study contains patients with CRs or pRs for which data continues to be collected and analyzed?