Replies to post #170574 on Avid Bioservices Inc (CDMO)

[pphmtoolong]

Hypi, your cynicism is understandable, but I think it fails to correctly factor in the financial incentives.

The idea of a BP crushing a Phase II trial of a microbiotech to protect their own franchises doesn't make sense. First, the odds of a huge success in this indication were not very clear based on the earlier trials. Even if Bavi did succeed, it is just a Phase II trial in one oncology indication. How could a success in such a trial threaten their current products until some years in the future?

Second, if Bavi was such a world beater, why wouldn't a BP just open the checkbook and buy Peregrine. They can do the math; they would know they could make a ton of money on such a product.

Third, why risk getting caught and face a legal, public relations and financial nightmare over an unproven, cheaply acquirable therapy. From a cost benefit point of view, their only point of view, it just doesn't make sense.

I'm just saying a better mouse trap that will make even more money than you are currently earning will get bought, not buried.

GLTA, Paul

[stoneroad]

F&$k that. I have been one of the largest proponents of partnering. However, at this point my feelings are screw them. Take this as far as possible before partnering. Time to bury the a-holes who pretend to care about patients when in reality it is all about money.

What has transpired here is a travesty for cancer patients and investors. Let's see if this gets buried or if in fact the American public learns about the crap that goes on behind the curtain. I have talked to lots of friends and family this weekend about what has transpired here. Needless to say they are intrigued and appalled.

IMO, no way this gets out as it would turn the entire drug development process on it's ear. However, having said that, I know that this story has already been forwarded to a number of news outlets. Personally, I am in the midst of drafting an email to a fraternity brother who anchored ABC Nightly News before suffering a traumatic brain injury in an IED incident. He has recovered, actively reporting and have no doubt will be interested in this story.