Replies to post #66349 on Avid Bioservices Inc (CDMO)

[swg_tdr]

CJgaddy, MY PROPOSAL re the RRdog posts and prior CLOAK complaint of posters' excessive negativity, that newbie board visitors might see and get scared:

would you and the real longs here agree, to permanently post a new block (header) of excerpts or/and links to the full text, of
(a)relevant BigDog comments, (b) the New Year's sterling analysis of Golfho regarding risk (# 61053 following his 60019), and (c) any non-medical but key commentary of the good folks here and in particular Cloak -- right on target re firm's prospects and shareholder risk

just a thought, and adding to all the "science stuff" you guys are already posting

regards,
NHwild

[Threes]

Good read RR, I agree which is why I continue to hold as the story unfolds.
I always though we could be the better mouse trap in the imaging field , however, I am not sure we can be cost effective.

[alvaroc2]

Excellent post RRdog, regards.

[Green grine]

Great post - thanks!! EOM

[JakeTrader]

convincing 10 reasons, should be a sticky

1. It shows that PPHM can commercialize "non crown jewel IP"
2. It shows that PPHM can partner with substantial ( imaging) companies.
3. Imaging is similar to "device" approval at the FDA which is a much less strenuous process than NDA. Real efficacy is proven in the marketplace.
4. The FDA and oncologists in general should welcome a technique that could advance by a large increment the diagnostics on hard tumors.
5. PPHM Avid unit could pick up large and lucrative manufacturing business from imaging.
6. PPHM could pick up copious amounts of ancillary safety data from use of Bavi in imaging.
7. Partnering here would mean "no costs" to PPHM to leverage this technology.
8. Partnering "imaging" could prove the template for licensing
other "non core" IP. IMO PPHM has scores of non core patents that could be sold.
9. PPHM becomes familiar with more companies in the biotech universe via this contact.
10. Best of all--IMAGING IS A HIGHLY LUCRATIVE BUSINESS--and could mean large royalties to PPHM not dependent on a drug.

[Protector]

Good post and glad to find some support for :

I am beginning to come around to the viewpoint that Cotara has broader implications in hard tumors which make a deal more likely if we can start with brain.

We see Cotara to often as a drug, and more specifically for brain, but we should see it rather as a platform for a variation of Type 1 Solid Cancers. And indeed if we pull it off for brain then what solid tumor can pose more difficult and hazardous access problems for direct infusion then a brain tumor?

It is for that reasons I am, certainly at this point, not willing to adhere to the statements that have been made on this board that Cotara has a to small business potential (read: potential profits) for candidate BP's.