Replies to post #124410 on Avid Bioservices Inc (CDMO)

[ImaPseudonym]

Hope to see something from FTM since he knows this stuff better, but here is one large study I found comparing Pac + avastin to Pac alone in MBC:

Among patients with measurable disease at baseline, the IRF-assessed ORR was significantly higher in patients treated with paclitaxel and bevacizumab (48.9% v 22.2%; P < .0001).

http://jco.ascopubs.org/content/27/30/4966.full

Comparing phase i results with phase iii results, however, can be very misleading. Large differences between control and experimental arm almost always go down, sometimes very very dramatically, when you increase the numbers in the trial. Also can't really compare PFS data based on the abstract since it doesn't include info about how many months patients went/have gone without progression. (In the large study, PFS was 11.3 for avastin + pac and 5.8 for pac alone).

Personally, I'm not prepared to say that bavi's 70% in phase i vs avastin's 50% in phase iii is something to bet the farm on, but it at least gives a little perspective (and makes me glad to not be shorting this stock into asco!). Very curious to see the full data from the presentation.

[freethemice]

You can't really compare this with anything else. The number of patients involved is way too small.
Also, as the abstract shows the prior treatments received by the enrolled patients varies quite a bit.
That makes any possible comparison difficult. If this was a first-line trial it would be easier.
The point of this phase I trial is to see if the combination of paclitxel and bavi has activity in
HER2-negative MBC, and is safe. Both of which seem to be true so far.