vanessapu,
Well, I don't know what they really have and don't have. But, if I were PPHM and I had what I think they have, I'd do the following in the next 6 mos. to improve stock price.
1. I'd start the phase III bavi trial, announce the expectation of rapid enrollment since they are using sites already trained in the phase II trial. I'd also put out a PR piece reminding potential patients of the impressive results obtained in Phase II.
2. I'd continue to recruit KOL's to the anti-PS IT theme to help sell the industry. And, I'd employ the KOL's at every possible marketing event similar to Sydney to help get the word out. I'd also utilize the KOL's to help me attract the biggest and baddest deal-maker in the biotech space.
3. I'd publish the pre-clinical data from the IT combo trials and combine the data press release with a massive PR push to educate potential investors on the emerging role of IT combo's in cancer treatment as well as anti-PS's role as a "global" checkpoint in this fight.
4. Once patent paperwork was squared away, I'd release pre-clinical data on the next generation of anti-Ps (betabodies). I'd do this to demonstrate to investors and potential partners about the breadth of the anti-Ps platform. And, I'd stress the "platform" point to the market at every chance.
5. I'd have PR programs ready to roll to coincide with Liver and Breast IST data publication. I'd stress the whole portfolio of bavi clinical work especially pointing out the continued, consistent safety profile and I'd have the scientist expound on the universal basic science of PS and it's role against numerous forms of cancer.
6. I'd announce that I'd hired the biggest and baddest deal-maker/financier in the biotech space and tell the market that this bad boy is helping us look at options, develop our partnering/collaboration opportunities, etc.
7. I'd close additional Avid opportunities and look to utilize Avid to procure asset based bridge loans to get us to the partnership we want.
8. I'd have PR develop a program to tell the investment world about the wonders of anti-PS and I'd not limit it to the institutional dog and pony shows. I'd piggy back on the great PR BMS and Roche have done to sell the coming dawn of the IT revolution. And, I'd hand a copy of the Citi research report that project great things for IT to everyone I talked to.
9. Upon dismissal of the class action lawsuit, I'd issue a PR telling investors what I know and do not know about the "dose switching" incident and include steps being taken to assure this never happens again. Many would choose just to move on, but with PPHM, I'd think it would be crucial to help gain back lost trust.
10. I'd settle the CSM lawsuit for whatever value initial depositions indicate is available via CSM's insurance carrier.
Please understand, I don't know where PPHM stands with any of these items or even if they have the goods. Just an educated guess that they do indeed have some of them. Educate the industry and investors. Add the right folks to team PPHM indicating a deal(s) will be struck, continue to improve the financial performance of Avid, and sell, sell, sell your story. That ought to do some good. For a company like PPHM that is valued so horribly against industry comparables, good news should equate to correspondingly better reactions.
Regards,
WH
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