Replies to post #166328 on Avid Bioservices Inc (CDMO)

[Hypi]

Yes you can get excited when you realize PPHM is in a Phase III trial that is Fast Tracked by the FDA. Just more validation on the Bavi platform and its potential.

[biopharm]

I can't get excited over an article that talks about animal studies.

Don't give up hope on those animals... : )

IF Peregrine makes a collaboration with Zoetis- it will be worth much more than some oncology drug combinations for much smaller indications. Dogs and now cats just may have more than 9 lives and of course... poultry! How many cows are slaughtered with "stressed" cells or could simply benefit from having an optimal immune system. I know.... it will take time, but the #1 factor that Bavituximab possesses, unlike many others... is the safety profile is top line.

And like the human drug approval process, the new animal drug approval process is complicated. Before a new animal drug may receive FDA approval, the drug sponsor must demonstrate that the new animal drug product is safe and effective when used as directed on the label.

http://www.fda.gov/AboutFDA/Transparency/Basics/ucm193855.htm

Doug Powell at Zoetis just may be the man to understand the impact this will have on Zoetis future profits.

[Genecloner]

It's a testament that management is 2-3 yrs behind where they ought be. That study ought be way past the animal phase.

I like what I have seen since January 7th...I liked what I saw yesterday...but PPHM needs something of significant monumental substance to redefine them and make this PS platform work.

...there is such a thing as patent life...

I believe that bavituximab is a 500M drug and that's annual sales....putzing costs us all a half billion a year...

[skweze]

Animal vaccines are a $6B market. A nice incremental opportunity at the very least.

I can't get excited over an article that talks about animal studies.

[spankyvol]

Because you don't understand is just another piece in the puzzle.

Ready bake cookies are ready. DING.