Replies to post #142869 on Avid Bioservices Inc (CDMO)

[Carboat]

Amazing that they are going-to/have-to do the PIII on their own. I don't see how it is the 109% superdrug some beleve it to be and yet no partner. Now this slow multi-year crawl to trial results and possible commercialization. A huge disconnect there.

[dia76ca]

Thanks for the information. Dentist are big investors...but might not feel comfortable discussing oncology. Patients enrolling a couple of months from now fits with previous announcements. But I don't recall hearing about 150 sites. That would mean sites would only need to enroll an average of 4 patients each. That should not take long.

None of this information rules out a partnership...in fact projecting 150 sites might even lead one to suspect that a partner would be involved. The only question in my mind is WHEN. The answer my friend is blowing in the wind. We'll know when we know!

[epcjmc]

Agreed Cheynew - I vetted Hook a bit just to satisfy my curiousness as I note some information from the recording that could be verified. I believe/think he is legit and deserves the free pass on this one.

Granted, he did not obtain anything new, exciting, or news worthy, imagine how this board would have pounced on him if he had.

If you recall, I live in Milwaukee, WI area, and ASCO was about 150 miles from my home, I may or may not have gone, but IF I had gone, I would have been EXTREMELY cautious about anything I would have posted on this board. In fact, IF I had gone, I believe it may be prudent to have kept my thoughts to myself. IF I had gone, I would possibly have come away with the perception that PPHM still flies under the radar of "the big boys". I may have come away with the perception that I believe they may made a splash at Asco, but still have a lot of work to do, but the ripples of that splash are concentric, and going outwards, but to where?