Replies to post #111137 on Avid Bioservices Inc (CDMO)

[erg0t250]

Quote:
All along, of course, the Front-Line data & Pancreatic data have been sort of looming out there and obviously, over time, will mature. As far as the trigger points for those data points, these are event-driven endpoints, and it's good for patients the longer they go out. Having said that, when we do reach what we think is a good solid result from the studies, and we will be in a position to put those out as they become available, and, obviously, there will likely be a disconnect between those 2 particular clinical results.


i think the topic in his mind was time, not success vs. failure.

[entdoc]

geocappy, good question. King's "disconnect" is probably the huge difference between MOS in pancreatic, and that in most other cancers. More specifically, he was probably alluding the difference in Bavi trials in first line lung cancer and pancreatic. He would not speak of the difference between pancreatic cancer and 2nd line cancer as a disconnect, or a huge difference in MOS. I traced this thread back to mojojo 111106. Very interesting. For those here who question why big dollars aren't pouring/pooring? into PPHM stock...I'm with you. At this point most people conversant with PPHM product would think it a great bet. The biotech speculative market must be off considerably...or is it just PPHM? Anyone?

[Protector]

I think he meant they will not evolve to maturity (event) in the same time frame. One will come out and we'll have to wait for the other.

Given the corporate fact sheet update I think 1st ln NSCLC is the one that will be announced later (H1) vs the others Q1.

erg: indeed