Replies to post #127147 on Avid Bioservices Inc (CDMO)

[ImaPseudonym]

How exactly do you know that they didn't PR pancreatic within a few days of analysis of the data after the triggering event had been reached? (Triggering event for pr of mos data is not the death of the middle patient)

[EYEBUYSTOX]

Technically, the Pancreatic MOS could have been reached just prior to them announcing it. I was eager to see the KM on those results to see if they were lying, but considering enrollment ended in June 2012 and we don't know what percentage they were waiting on to pass it's left up to debate. There were treatment arm deaths at 7 months and beyond on the ASCO poster so if those late right "ticks" on the treatment arm were last to enroll PPHM can get away with saying MOS hasn't evented. Again, lack of transparency on what we're waiting for is the problem with shareholder communication.

It's also why exwannabe makes a great point that MOS comes with a lot of noise. The HR should be the focus here. PPHM could have just as easily PR'd one year survival probability of 25% compared to 0 in the pancreatic trial but they chose not to. For what reason, I'll never know.

[Protector]

investingdog, i fear those times are past since what happened with the discrepancy case.

Ones they have a close situation they'll want to do reviews and checks etc before communicating whatever. It would still fit the promise made (well from where I stand). I prefer good information rather then fast and wrong information.