Replies to post #75475 on Avid Bioservices Inc (CDMO)

[RRdog]

Geo,

Again, the company strong enough, in the Hepc arena, that still needs another ingredient for their cocktail, wants to compete-- particularly internationally, and has plenty of money is Roche.

IMO PPHM has plenty of data to supply Roche re the delayed action re Bavi vs INF to interest them. The possibility of replacing INF is a big carrot.

Even a modest upfront payment of 20-50mm plus milestones would be very helpful to PPHM re cash burn and dilution over the next 6 months. This dollar amount and the short term testing (remember viral is much faster than cancer) would not be much burden to Roche. Also, remember that Roche recently acquired Anadysis for approx 300mm as an ante into this game. That acquisition was in full knowlege of all VRUS activity in this field as Roche was a Pharmasset partner. In light of todays news, this gets more interesting.

All IMO
RRdog

[Protector]

If there are more failures such as GILD in HepC then those companies may think they are better off combining with Bavi and increase their chances rather then not add it and being whistled back.

I think we discussed, some time ago already, on this board that Bavi's future in HepC was very probably going to be something to combine with something else.

That's where those safety profiles are so important for. Nobody would add something to their cocktail that makes their overall safety bad. That's Bavi's strong point: It works and adds to the result, it is save and it has a certain latency that probably will influence the number of relapses or at least the time after which that happens.

Maybe Peregrine needs someone for "Bavi HepC Cocktails" that should open channels with all the Gileads and alikes and sell them the above advantages so they would sponsor clinical trails for a cocktail of their product + Bavi HepC.

Something tells me that is not what they do at Peregrine, I think they sit and wait until the phone rings and I think that is not the way to do it.