Replies to post #73946 on Avid Bioservices Inc (CDMO)

[asmarterwookie]

Sorry Jonny...time always tells. Definitive statements need proof. You say Bavi did not work..the "Preliminary" data suggested it did have an effect...
A preliminary data analysis indicates that the combination of bavituximab and ribavirin appeared safe and well tolerated with patients reporting fewer side effects than in the interferon-containing arm. Initial data from the study also indicated that both dose levels of bavituximab with ribavirin demonstrated antiviral activity, however the antiviral effects in patients receiving the 0.3 mg/kg dosing level were more pronounced. A comparison of the viral data indicated that the kinetics of antiviral activity were different between the interferon and bavituximab treatment groups with a high percentage of those patients achieving EVR in the interferon arm of the study doing so between week 4 and 8 and the majority of patients achieving EVR in the bavituximab groups doing so at the week 12 end of study timepoint. More patients had achieved EVR in the interferon-containing group by the end of the study, however based on the nature of late EVR development in the bavituximab containing arms at the very end of the 12 week trial, a longer-term evaluation is needed to adequately compare the effectiveness of bavituximab and interferon. The company plans to present full results from the study at a medical conference in 2012.

[corporalagarn]

Agreed. Some of the things here that people cling to amaze me. Not giving the results of the HCV trial is a negative as far as I'm concerned. Some here found a lot of positives in that. Just as some here are encouraged when management says they are in talks. When haven't they been in talks? I've been involved for five years and they've been talking the whole time. The only money they've received in that time was some government money, some Avid revenue, and a bunch of dilution.

I'm still in, and I still buy on occassion. Usually when I'm feeling exceptionally delusional. I don't beleive there will be any upfront HCV money. If there is no upfront Cotara money, then I think we are looking at another 20m share dilution in the next six to nine months.