Replies to post #34603 on Avid Bioservices Inc (CDMO)

[cjgaddy]

Earlier today, I posted that I was struck at the boldness of CFO Paul Lytle’s 3-18-08/Cowen statements regarding the Duke-HIV Anti-PS Collaboration – in particular that CHAVI/niaid & CAVD/bmgf are “focused on” our anti-PS mabs…
• “we have significant outside research funding in the area of HIV, under multi-mm$ university grants thru the Gates Foundation and the NIH, and these groups are focused on our anti-phospholipid antibodies.”
• “These researchers are well-funded, under both the BMGF & NIH… These researchers are highly-focused on anti-phospholipid antibodies, and exactly the antibodies that we have provided them.”
http://tinyurl.com/cal9br

But then, when I updated my “All Public Statements” post, I came back across CEO Steve King’s 11-11-08 comments at the R&R Healthcare Conf. in NYC. He expressed a not unsimilar sentiment about the way CHAVI & CAVD views the potential of our mabs vs. HIV, and it involves the words ”potential lynchpin”…

SK 11-11-08: “This [Gates/NIH Anti-PS vs. HIV] is a very large collab. The primary participants are at Duke Univ., under Bart Haynes, who heads up the group there, and who has really, I think, identified Phosphotidylserine as the potential lynchpin for the way in which HIV #1) actually evades the immune system early on in the course of the infection process, but also #2) as a potential target that could have some therapeutic, and even preventative applications”…
…We recently presented data for the 1st time on this pgm. about 3 weeks ago at AIDS-Vaccine’08/Capetown [ 10-14-08 http://tinyurl.com/47ltv9 ]. The key findings from those studies were that certain classes of Anti-PS mabs broadly neutralize HIV infection – and this was across many different viral strains of HIV as well as thru infection of many different patient samples. And, in fact, the most potent antibodies to date have been provided by Peregrine as part of its Anti-PS pgm. We’re currently pursuing this with the idea that commercial applications could include post-exposure prophylaxis as well as a topical microbicide. And, of course, from our clinical trial in HCV-HIV co-infected patients, we’ll actually be able to look at the effects in a chronic HIV setting. So, we’re really excited about this – I know the group at Duke is excited. This was selected as one of the highlights of the conference at which it was presented.”
http://tinyurl.com/5ahzwy

==> “Focused on our anti-PS mabs”. . . “they have ID’d PS as the potential lynchpin”.

Very powerful words in my book, when you realize the target of them is Barton Haynes & Co.

Praying for those Monkeys – let’s eliminate that word “potential”!