Replies to post #91870 on Avid Bioservices Inc (CDMO)

[entdoc]

FTM, you ask, "Any other ideas?" Lots. Start with Bavituximab + irradiation therapy. This is an indication that should have been the beginning...the opening salvo...of Bavi ued in combination therapy. IMO it was an error to have begun clinical trials with chemo + Bavi, and nothing short of a miracle that it shows significant activity against horrendous disease (metastatic lung cancer). But at the time, with its desperate fiancial situation, chemo trials in India and Russia were the only straw we could grasp. There are so many advancements in specific targeted irradiation now. What an opportunity in virtually every cancer treated with irradiation. Next? Bavi plus surgery. Bavi in less advanced cases? Bavi w. radioactive iodine (as in PPHM's RAI bearing MAB Cotara). And as mentioned before this week, since Bavi can cross the nasal mucosa, a preventive in the form of a nose spray? The price drop today speaks volumes for what the wall street crowd must do to put food on the table.

[RRdog]

FTM

I have had exactly the same thought re MBC for PPHM since I saw the spectacular early results in the clinical.

The knock on pursuing MBC at the time, and hence the descision to lead with NSCLC 2nd line, was that there were multiple treatments for MBC already on the market and that the competition among BP was intense in this area.

Since PPHM is going for an "oncology partner" and not "indication specific" partners I think this issue can be reopened. It will really depend on whether the partner wants to compete in this area, or extend their own marketing efforts in MBC, or combo a product with Bavi to improve the effort and or extend the patent.
This is really a "muscular" financial and marketing issue.

I, for one, hope they go for it. It is a huge market and it is highly visible and emotional one as well which means the news media would be all over any new advances.

Best Regards,
RRdog