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realist1

06/04/09 9:44 PM

#37510 RE: entdoc #37509

Very sobering post entdoc.

RE "using Bavi to prime for irradiation is probably where we are going to settle in...and for disease where the immune system is still intact. These results keep Bavi in the running, IMO, but further clarification seems necessary"

RE "more and more likely to me that more time and money must be invested"

I agree, which mean more phase 2's, and more time waiting for final results, then time between phase 2 and 3, then lengthly phase 3's, then analysis, then FDA application, etc.
Basically, I see about 4 YEARS before Bavi could be sold as an anti-cancer drug (assuming of course that results actually are good). Obviously PPHM capital structure, balance sheet, and I would expect shareholders will suffer greatly by then in the current environment.



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dia76ca

06/04/09 10:06 PM

#37511 RE: entdoc #37509

It is too bad that the first reply to your post misquotes you!

You said that "..more time and money must be invested VIA PARTNERSHIP." The misquote dropped the very important words "VIA PARTNERSHIP." Most of us agree that there will be a partnership. What will happen to the share price when there is a partnership? Very clearly it will go up a great deal! IMHO Bavi will be used in combination with both chemo and/or irradiation. I would love to see Cotara and Bavi used in combination!
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cjgaddy

06/05/09 9:46 AM

#37549 RE: entdoc #37509

Howdy Entdoc – appreciate you joining us. I always enjoyed reading your analysis of Peregrine’s pipeline over on RB back in the days, and hope you’ll stick around and post often here.

Interesting, Chemo-Only results… I’ve gone back thru my Avastin vs. Bavi chemo-combo comparison trials ( http://tinyurl.com/oz3fhv ), but I didn’t see and chemo-only figures referenced in them (not saying I couldn’t have missed them).

I did find a 2004 article from The Oncologist, “Docetaxel & Paclitaxel in the Treatment of Breast Cancer: A Review of Clinical Experience”, and it’s loaded, but comparing those populations of “metastatic and early-stage breast cancer” to what Bavi & Avastin are/were treating, I’ll have to leave to somebody more qualified than myself.
http://theoncologist.alphamedpress.org/cgi/content/full/9/suppl_2/24

If this helps, I do recall that CFO Paul Lytle, in his 3-18-09 talk at the Cowen Healthcare Conf. ( http://tinyurl.com/cal9br ), showed 2 Chemo-Only ORR% references in his MBC Bavi+CP vs. SOC slide #13 – he called them “Best Response Reported”:
• CP (Fountzilas), 53% ORR (35 of 66) – best resp. reported. [ 1998 Ph2 http://tinyurl.com/d8g8fu ]
• CP (Perez), 62% ORR (33 of 53) – best resp. reported. [ 2000 Ph2 http://tinyurl.com/cxk8yh ]