Replies to post #125947 on Avid Bioservices Inc (CDMO)

[stoneroad]

Pataginis is convinced partner is in the wings...

[jakedogman1]

first of all, there is "no market". mgmt has taken themselves out of any meaningful market with institutional investors with the going concern issue, incestuous bod and inexperienced cfo. I've been in the institutional investment world.... you don't bring a dog to investment committee meetings with your career on the line. having a going concern issue and an incestuous bod is by definition a dog. too many other options out there. and as long as you have virtually no institutional ownership, you get pushed around at will. and as long as the market knows you have to raise money, you get pushed around quite easily.

[entdoc]

almost funny: emblematic of what is being written about BP control of ASCO is the newspaper clipping my wife just handed me, "Cancer drugs boost Merck, Bristol shares", mentioning PD-1 drugs, or the promise of immunotherapy for advanced melanoma. I was involved in cancer immunotherapy in the early 70's, when BCG was being studied for use in melanoma, and here we are 40 years later. There were newspaper articles then similar to the one today. Cancer immunotherapy is simply not going to make chunk-size (>1cm) tumors disappear. Immunotherapy is a reasonable adjunctive treatment, and at least one should/will probably be thrown into the chemo/irradiation/surgery treatment mix. Will it be Bavi-?
It is sensible to me.

[pphmtoolong]

I agree unti2000. I do wonder, however, if the trading in PPHM reflects much knowledge on the part of the traders. Do they really know much about Peregrine or do they look at it from some trading perspective that takes no interest in the fundamentals?

If Bavi works, we will prosper. It has been a very long wait, but for most of that time Bavi was only a glimmer in Dr. Thorpe's eyes. Now it is rapidly approaching the finish line, by which I mean some BP is going to gobble up Bavi or Peregrine itself IMO.

Hang in there a little bit longer.

Paul