Your belief is half baked. You are comparing two small molecule drugs combo into a single pill with two injectables, one chemo, one monoclonal antibody.
I think the same thing is going on at AVNR as is going on at PPHM (albeit to a much lesser degree). I think the holders of AVNR who are patient (over the next five years) will see a PPS that exceeds $10.00. They have revenues that are growing (as does PPHM) and their future looks bright.