Replies to post #38354 on Avid Bioservices Inc (CDMO)

[NCB2K]

I really don't think you understand the severity of swine flu.

There are 12,000 deaths yearly from all brain cancers. In a NORMAL non-pandemic-flu year, there are 35000 or more deaths from influenza. And that's from normal garden-variety flu.

I also don't think people understand how concerned the US government is about the threat of bioweapons. The problem is very bad right now. It's going to get much worse-- opensource biotech, otherwise known as biohacking, is going to make nasty novel viruses available to people with shoestring budgets and clandestine kitchen labs.

A broad-spectrum antiviral agent with a mechanism of action that viruses can't evolve away from, that affects enveloped viruses without the necessity of even knowing what they are, has national security implications. It could even be said that continued development of such an agent is paramount for national security given increasing proliferation of biological weapons.

And that's in addition to all the natural viral diseases. I'd very much like to see a statistic of how many deaths there are annually from viruses, and how much money is spent yearly on medical care, and how much is lost from the world economy due to secondary effects of diseases like AIDS.

I think big news is coming and I don't think it's going to be much longer.

[NCB2K]

And then there's anticancer...

[realist1]

RE "sale or licensing of Cotara can provide enough money for bavi to be further developed"

Yes, that would be great, but there lies the problem. People are excited about the recent stock run, but the bottom line is nothing has changed for PPHM. The two huge problems still remain. 1. Delisting or reverse split. 2. CASH. Phase 3 takes many tens of millions, perhaps ~$100 million and PPHM doesn't have anything close to the resources to do ANY phase 3's. So will they get the cash, and if they do what are the terms? If it's PIPES and dilution, shareholders will be slaughtered. If it's a "partner", they better hurry. Time is money is a very appropriate saying here. Other problem is that Bavi needs a decent immune system to do its work and patients in these trials aren't ideal which is why results have been so-so compared to SOC and Avastin. Will Bavi need MORE phase 2's? That's another important question and problem.
Time and money...............2 things PPHM doesn't do well with. Better deal Cotara ASAP for this company to have a fighting change with Bavi. Unfortunately when it comes to bringing in CASH, this team has showed poor results.

All my opinion of course..........