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jakedogman1

12/03/19 2:54 PM

#332417 RE: golfho #332416

Cook is now Catalent... big cdmo... the three process dev validation projects with existing customer is prob related to Halo... two are with enhanze ...janssen darlezex and the roche combo

janssen filed fda in july and received standard review so prob first or second calender qtr next year... 7hr delivery time vs five minute delivery time on a blockbuster drug... should be in high demand per many sources... Dr's analysts etc... Roche to file fda submittal probably 1st qtr per halo cc... Avid produces roche drug.... both endeavors should require finish/fill capability ... i believe catalent has that capability so Avid will need to step up imo or be the second choice vendor...

Both drugs should get approved .....

Third process dev valid was for halo's own drug which busted last month. Halo now focused on enhanze and broadening the platform.... lots of activity... Avid should get some of this biz..
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biopharm

12/03/19 8:02 PM

#332419 RE: golfho #332416

Thanks golfho and maybe one day ..we hear more

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Andrew F Dorr -

April 21, 2017

F. Andrew Dorr, M.D., the Company’s previous interim chief medical officer, will transition his work to focus on the clinical development of the Company’s oncology programs.

https://seekingalpha.com/filing/3510273

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Andrew F Dorr, who was not on research published reports of Peregrine re: biomarkers ...but does show up with Joe Shan, Steve King and Nikoletta Kallinteris with patent date filing below...dated

(Page 8 of 12 ...verified that MOS not met yet )

(54) METHODS FOR TREATING CANCER USING PS-TARGETING ANTIBODIES WITH IMMUNO -ONCOLOGY AGENTS

(71) Aplicant:
ONCOLOGIE,INC.,
WestNewton, MA (US)

(72) Inventors:

JosephS.Shan,Tustin,CA(US); NikoletaL.Kalinteris,Tustin,CA(US);
Min Tang,Tustin,CA (US);
F. Andrew Dorr,Tustin,CA (US)

(21) Apl.No.:15/943,304

(2)Filed: Apr.2,2018

https://patentimages.storage.googleapis.com/b4/e9/50/d138e8f8a7a2b2/US20180289771A1.pdf

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Who knows, maybe S-Bio wants IP asset knowledge


S*BIO Pte Ltd

S*BIO Pte Ltd., a biotech company, focuses on the discovery, research, and clinical development of small molecule drugs.
Singapore, Central Region, Singapore

Categories
Biotechnology, Genetics, Life Science

Headquarters Regions
Asia-Pacific (APAC), Association of Southeast Asian Nations (ASEAN), Southeast Asia

Sub-Organization of
Logo of Chiron Corporation
Chiron Corporation

Founded Date
2000

Operating Status
Active

IPO Status
Private

S*Bio Pte Ltd. (Singapore), The principle activity of the company is the discovery and development of novel, proprietary small molecule anti-cancer drugs. This is done through an in-house discovery team located in Singapore and a clinical development team located in Singapore and Calfornia.


https://www.crunchbase.com/organization/s-bio-pte-ltd

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I wonder why Lana Gladstein was hired by Mark Bamforth new CDMO Arranta...maybe she advised Jeffrey Gladstein ( Merrill Lynch Wells Fargo) to buy big CDMO and maybe Christopher Sargent also of Merrill Lynch Wells Fargo buys big CDMO (Chris had to leave Wells Fargo for a reason and split off ....and started the buying already for some

As for Andrew F Dorr....he holds key Biomarker info and knows PS Targeting is huge ..so I wonder why James Allison and crew over at "Imaginab" required PS Targeting input from Andrew F Dorr ...as they seeked him out AFTER the patent and Biomarkers etc

Merck or another....should just open the vault


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Threes

12/03/19 9:59 PM

#332423 RE: golfho #332416

Golfho While the actual cash flows from drugs in trials and approved drugs take time to evolve.
They stated that 20 to 30% of rev's will come from process and development.
Not only are we expanding customers we are expanding our money making opportunities with our expertise in assisting would be start up and validations. We have molecule enhancement capabilities as well.

CDMO will be a money making machine if everything stays on course. Customer loyalty is built in.
Hope they build it fast and well followed by homerun buy out.
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biopharm

12/07/19 6:31 AM

#332440 RE: golfho #332416

Golfho, have you given much thought about how "forward guidance" of the negatives were given by Avid BOD

They were so gracious ...actually as if hoping more would sell out ...due to the 2 or 3 week mandatory shutdown of some equipment

Now here we are just days away from when they tell us how we would have done better so I assume they remind everyone of more details of those shutdowns and give the positive guidance forward

Seems strange that the BODs have initiated other CDMOs with deal talks (the same Patrick Walsh and Mark Bamforth ties ) and even some deals with ThermoFisher ...yet here, it is as if some higher powers trying to squeeze out some more shares

____

I remember the talks at the ASM reminded shareholders of some info below:...

We are looking at collaborations with our clients, which is increasingly being used in biologics. Clients may participate in a low/no-interest loan. They may pay for their own equipment for us to create their product. If they participate in financing, then they have dedicated capacity. Vendors may give help via discounts and other incentives. We are VERY sensitive to dilution and would not do that unless we had an acquisition that would be a game-changer or had a very significant adding of capacity.

Post 332097 332104

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So no details given yet to us shareholders but Ampersand spending Millions on new ventures and making deals with ThermoFisher ...very strange

Now, a collaboration of PS Targeting...in Omeros....have new Biomarkers "BASED UPON" PS Targeting and they just publicly disclosed Thursday this past week....that the FDA approved ...but they can't disclose the Biomarkers / surrogate endpoints