Replies to post #157148 on Avid Bioservices Inc (CDMO)

[r622102675]

Re:"Also the recent rebranding of Bavi into an immunotherapy seems like trying to get into a hot field.
Before immunotherapy Bavi was supposed to work through ADCC"
is may 2011 considered recent?

May 26, 2011

Keynote Presentation at Leading European Antibody Conference Highlights Immune Reactivation Mechanisms of Bavituximab
About Bavituximab
Bavituximab is a first-in-class phosphatidylserine (PS)-targeting monoclonal antibody that represents a new approach to treating cancer. PS is a highly immunosuppressive molecule usually located inside the membrane of healthy cells, but "flips" and becomes exposed on the outside of cells that line tumor blood vessels, creating a specific target for anti-cancer treatments. PS-targeting antibodies target and bind to PS and block this immunosuppressive signal, thereby enabling the immune system to recognize and fight the tumor.
...nice try tho imao...r

[biopharm]

I am interested in how the PS receptor is able to bind PS on the cell surface when beta 2 glycoprotein is present.

PDB, PS has been known to exist "in" the bodies cells, but recently, is now known to exist on the outer plasma membrane of stressed/cancer cells only. I'm sure many Big Pharma don't like that Peregrine has these patents as part of their portfolio, and I'm sure Peregrine will limit the information as much as they possibly, legally can-- regarding Bavi patents.

Also the recent rebranding of Bavi into an immunotherapy seems like trying to get into a hot field. Before immunotherapy Bavi was supposed to work through ADCC

Again, many Big Pharma will not like the patent portfolio that exists and held by Peregrine Pharmaceuticals. The re-branding of Bavituximab is false, as its always been branded by its immuno-therapeutic properties and always had the same MOA.... though what has been changed, is the understanding of how Bavituximab actually works. It just so happens that the powers to be within Big Pharma have been pushing "cancer immunotherapy", right at the same exact time that Peregrine is proving that Bavituximab is required for that very same "cancer immunotherapy" treatment. Lucky for Peregrine, unlucky for many Big Pharma.

Opportunity for cancer patients world-wide is right around the corner and opportunity for investors is as close the many future quarterly conference calls, where analysts from all over will be saying:

"Congratulations on another great quarter Steve! My first question is regarding the price of the stock now and how you take that into consideration, at what time..if you may consider any stock splits?"

I look forward for when all those immune system / cancer immunotherapy chapters are re-written with special attention and focus to Dr. Thorpe and his contributions come to life.

On final note, wouldn't it be interesting if the "original" Big Pharma Push towards immuno-therapy was due to the thought that one day someone else would be show casing Bavituximab and not Peregrine? No such luck no more... Tustin is set for a little biotech growth pretty soon.

[goodJohnhunting]

In the past I've made mention of Microvesicles and Exosomes, and the role they play in oncogenesis, (Yes, before the Bavi video)

The most important, and widely recognized proof that PS plays a significant role in cancer, lies in that segment, IMO..

Does this mean PS is immunosuppressive or just a signal to remove the dying cell.
Bavi's literature says the opposite

Peregrine did not say the opposite, and the signal is indeed
immunosuppressive on multiple fronts, IMO. As I said, the most widely excepted and documented confirmation of PS being immunosuppressive is its association to microvesicle, and exosomes, IMO..

If you doubt me, here are a few peer review articles recognizing PS, and cMVs association..
http://cancerres.aacrjournals.org/content/66/18/9290.long
http://www.pnas.org/content/early/2011/02/18/1017667108.full.pdf

It's with little doubt that microvesicle and exosomes use the process of PS flipasse as a wormhole to escape the host cell. It's these particles that act as tumorgenic signals, and transportation of cancer proteins to stimulate a malignant environment. As cMVs (mircovesicles, exosomes) are released, tiny particle fragments of phosphatidylserine are piggybacked and released, circumventing cancer to an immune response..

I might question some things about anti-PS, but this I do not..

All the best,
John

[goodJohnhunting]

More peer review acknowledgement..

(PS) on the cell surface, followed by localized changes in the
structure of the cellular membrane and cytoskeleton, blebbing
and formation of a microvesicle.22 Interestingly, a genetic defect in
the activity of the lipid scramblase leads to the inability of blood
platelets to expose PS, or produce procoagulant microparticles,
resulting in a rare bleeding disorder known as Scott syndrome.22
There are no published data as to how this, or similar defects in
microvesiculation may affect progression, angiogenesis or treatment
of solid tumors, but agents that block PS have been already
shown to possess anticancer activities,5,23 possibly due to inhibition
of microvesicular interactions4 required for angiogenesis and
other processes.

https://www.landesbioscience.com/journals/cc/Al-NedawiCC8-13.pdf

There's more, but I hope this contributes to my point...

All the best,
John

[Wildhorses]

PDB,

"I'm open to hearing any knowledge anyone on this board wishes to dispense to me to convince me of Bavi's usefulness."

Do you really think you're fooling anyone here with that line? Not sure if you're a great foil or just a useful idiot, to coin a phrase. But, it's nice that you've joined us. Great theater.

"Also the recent rebranding of Bavi into an immunotherapy seems like trying to get into a hot field.
"

Funny that you'd bring this up and harp on it. Peregrine and before Peregrine, Thorpe, have been teaching about an immune response and adaptive immunity since Thorpe ran his first naked Bavi tests alone, and in combination with, chemo's and radiation. A great worry of mine used to be how little ol' PPHM with their low credibility would be able to sell an immune treatment story to a skeptical, slow adopting oncology community. I kept envisioning an ant, standing at the bottom of the Grand Canyon shouting at the top of his ant lungs, "it's the immune system stupid! We can turn it back on. Let the body fight it's own battles."

So, fast forward to the present, and PPHM and their immune story has been run over by immunotherapy as the "hot field" as you put it. The Citi report, the BP presentations at ASCO. First Dendrion, then Ipi, next ..... Truth be told, I was bothered by PPHM's slow PR response to the last couple of year's developments. And, I didn't like the "rebranding" where they tried to explain that they'd learned a lot recently and hence bavi is now an immunotherapy drug. Hogwash, it's always been an immunotherapy drug. Sure they've learned much more concerning the MOA recently - a thing Dr. Thorpe's studies were geared to determine. But, from a PR standpoint I'd have preferred that we were out front and didn't need to do a rebranding - for PR sake.

Still, just a difference of opinion and not an indictment of the good folks at PPHM. Most of the PPHM folks are more analytical and cautious than me. Pretty sure they've always felt that PR is necessary, but fluff. They want to let the science speak for itself. And, I think it's about to start speaking very loudly. Call it fortuitous, lucky, or whatever, but it's really nice that the immunotherapy push caught up to PPHM when they're just about ready to go Prime Time. I no longer have nightmares about that poor ant. It's been replaced with a vision of the boys "unleashing the hounds!"

Regards,

WH