Replies to post #46707 on Avid Bioservices Inc (CDMO)

[nuke661]

UMASS,

What a bombshell. I just read your post. Its been there for 40 plus minutes and no response. Thanks for the info. I too wish for the opinions of the boards long time PPHM investors on what the outlook should be from here. Obviously we need more information to assess this. Hopefully the news is released officially soon so that we have the info.

THANKS UMASS!

[jakedogman1]

Thanks. Just watching the action lately. Something is brewing. The key is whether mgmt kills the rally or will it break through.

The company is way undervalued if the Avastin comparison pans out. Drug manufacturers trade at 4 times sales. Avid should be worth $80 mil plus. So the entire platform (AC and AV) still trades for pennies on the dollar.

But the stock will not take off until mgmt interests are aligned with shareholders. At the same time mgmt runs the risk of a hostile takeover and getting thrown out without cashing in on the big prize (if the word is getting out, the big fish will strike before another fish does). I don't think Garnick wants to be associated with penny stock operators so I expect changes.

Over and out.

[swg_tdr]

UMASS thanks,
I know it must have been difficult to post and I really appreciate your loyalty to us longs

best for 2010
NHwild

[wxcbs]

One word....HMMMMMMMMMMMMMMM. What kind of deal? Been here 11 years and want to believe but too many false starts. Hmmmmmmmmmm.

[MobyInvestor]

This is a statement directly from a doc associated with PPHM! I am not saying names because I don't want to get anyone in trouble

I'd think Tustin could connect the dots even without a name if there is a deal in the works. After all, just how many doctors in the entire country, much less your part of it, are so closely associated with Peregrine that they'd be privy to the possibility of a deal for Cotara?

That being the case, about the only way your friend won't be in trouble is if the deal is announced before tomorrow's pre-market open.

So, either you're flat-out lying or you just put someone in jeopardy for violating a non-disclosure agreement with Peregrine, which may happen regardless of the announcement.

FDA has reviewed preliminary trial data and if all goes as plan, NDA should be filed in spring early summer 2011

So, we're going to get to an NDA filing in 14-21 months before the first patient has been treated in the first U.S. trial center that has yet to be announced for a "gold standard" Bavi NSCLC trial that hasn't yet been approved by the FDA who may or may not have even received the trial design submission yet?

And, all this is based on the data from 3 non double blind, non placebo controlled cancer trials that got deprecated to "signal seeking" status? Only one of which was for lung cancer and all three run outside the U.S?

Right...

I'd like to be wrong, and my apologies to the board for "bashing" but, my money's on flat-out lie.

No matter, we should know for sure in less than 21 hours.

BTW, has anyone ever found out just what the hell a "signal seeking" trial is?

Regards,

moby

[wxcbs]

Why do I still have trouble believing all this? I REALLY want to but uhhhhhhhhhhhhhhh...