Replies to post #93171 on Avid Bioservices Inc (CDMO)

[stoneroad]

So, if I understand this correctly, both Roche and PP pull their NSCLC abstracts from the ESMO Conference. Kind of odd, don't ya think?

[keep_trying]

FTM, I was observing that the First line study was for Bavi with Carboplatin and Paclitaxol, which carries similarities to what was involved with the Avastin study poster that was pulled at the same time as the PPHM Phase 2 study with Bavi and Docetaxol. Isn't that the making for a "love triangle"?

By my own rationale, I don't see why a partnering deal would cause a pulling of the Bavi study results in Vienna unless a partner like Roche that was going to present their Avastin study results wanted to avoid any stigmatizing of their product and called on PPHM to bring their Dr. Gerber presentation off of the Vienna agenda as a condition of the deal.

If Avastin needs to be out there performing as best it can while Bavi works its way through Phase 3 and FDA approval, taking Bavi into a low communication profile can make some sense. Also, if Roche is on board as a funding partner, PPHM doesn't need to be wooing in more investors at the Credit Suisse conference. Doing so would just raise the cost for Roche to eventually do a buyout or whatever they have planned with PPHM.

Best wishes and IMO.
KT