Replies to post #322080 on Avid Bioservices Inc (CDMO)

[JamesGMS]

Joe, re your post below:

Geo, IP worthless yet everyone wants to steal it

Everyone here says Bavi works only in rats, Bavi failed this trial, Bavi failed that trial...

Nobody wants Bavi. No BP wants Bavi. Nobody will pay a dime for Bavi.

And yet. So much intrigue. Robbers around every corner. Under every bed.

All for a placebo that is worth nothing.

Hmmm.

Best,

Joe Six

I have to agree with you - seems like a lot of excitement for "a placebo that is worth nothing."

I think MH would agree as well.

James

Of all the things that can not be controlled (i.e. Markets can be controlled, as an example) – what is the most indicative of high potential and progress? Aside from the great progress with Avid, and recent news about Exosome tests, the number one objective indicator is the expanded relationship and deep involvement of Oncology titans with Peregrine and its products. This is the only thing that kept me focused and had me go to the well multiple times to pick up more.

One can fake out many things, including news, perceived value, public outcry through social and other media, and more. But at this time, with the intense competition, and the vengeance with which players are going after the next generation solutions – no one has time to play.

When you get Birge, Wolchok and so many others to get deeper and deeper into your platform, put their names on it, write papers in support of it, engage in trials and plan clinical activities – it is the number one indicator and can never be faked. Getting into trials with products from MRK and SGP cannot be faked out. They are in a race to win and that does not mean spray bullets anymore. It means using indicators from newly developed testing, response assessments and other means to evaluate where a real potential can rest. With further and deeper commitment by so many world-class organizations – the takeaway for me is a great positive.

While purely speculative – the behavior is not. Engagement means interest. Interest means visible value. Visible value drives investment in time and effort.