Replies to post #85303 on Avid Bioservices Inc (CDMO)

[BKT]

Nuke,

Just went back and read CJ's post. Didn't have time the first glance, but you are absolutely right. This was eye-opening once again. It's nice to have someone connect all the dots in a clear , concise, summarized manner. You don't need to be a rocket scientist to figure what's going on here. I would advise anyone on this board to read this TWICE and would strongly suggest it be added as a sticky note.

If this doesn't confirm what I'm sure most of us are thinking, then I don't know what does. It was funny, since I was wondering about ORR, since we had mostly been talking about MOS and then CJ provides the ORR for prior trials: unreal

Should be a very fun few months!!!

By the way do we have estimates on what the ORR could be on our current trial?

Thanks again CJ

[entdoc]

Saturday nite perspective: Holding pattern. Consolidation after recent tripling of price. Relative price flatness this week. 4 million shares/day average in past ten days. That means $3.5 million spent buying, and an equal number sold. That equals 6000 shares of Apple bought/day, and Apple traded about 16000 shares/day average in that ten day period. Relatively, Perigrine remains either untouchable or unknown. At this point a dearth of stellar trial numbers for a treatment strategy of great sensibility, and Bavi's inventor, PPHM management, rumor, and bulls of various persuasions/expertise seem to be driving the stock price from a half dollar to almost three in as many weeks. It isn't stellar numbers. Will it happen--fulfillment of the hope and rumor that end-stage lung cancer patients treated with Bav+ standard of care chemotherapy are surviving longer than those without Bavi in the treatment mix? Bavi potential remains mind-boggling. The most compelling part of the standard of care narrative is that none of the most informed actors in the story--inventor and management--have ever before come out so strongly with an implied promise of success. Will Bavi live up to that [now] promise? Interesting and interestinger.

[cjgaddy]

Nuke, these 7-14-10 Robert Garnick’s words have kept rumbling around in my brain for the past 2 years, and refuse to leave: ”we need to be prepared to file for Accelerated Approval if we hit the home run scenario.”.
…Been that way for a long time now with me. ;-) http://tinyurl.com/c39428b

And then, this didn’t do anything to dampen them…

Robert Garnick 7-16-2012
“I've seen a lot of Ph2 & Ph3 data, and this is as compelling Ph2 data as I've ever seen. So, I'm very comfortable proposing a meeting with the FDA for Q4'12."
http://tinyurl.com/cs7spbz

I just like that phrase, “home run scenario”. As a kid, I used to love to watch my hero Mickey Mantle hit a lot of "home run scenarios". hahahahaha