Last Quarterly one could expect that at some point AVID would have to book the investment and cost related to the expansions. However, the market moved based on not making the predictions. So if we predict a loss and we make a 1 cent per shar profit we'll go up. Never understood how the baseline could be the expectations of persons with an interest.

swg_trd, I know its with 14 days delay that I read this msg but I am tremendously busy for the moment. So building a model is not on my agenda for the moment :)

Let's see what today brings for CDMO.

cheynew, you know those don't hold. In absence of sufficient market making in pre- or after hours those prices are often corrected soon after or at open, unless they go in the opening market direction.

AIMO

News about Bavituximab

Vascular Disrupting Agents Market Detailed Study Analysis and Forecast to 2030

cheynew, isn't a form 144 what Bill gates files when he sell Microsoft shares? He can't just sell them but must tell the markets in advance and mention the amount of either shares or cash he wants to acquire.

Not sure.

AIMO

4OurRetirement, with that we took out 20,47$ of July 28th 2022. Hence, a new high on the current direction (and also trend) since 7 Dec 2022.

22,37 and 22,83 are next on the list.

AIMO

jbainseky, indeed, in that case there is no commitment hence no certain future material fact, neither any event that ties the hands of CDMO at some extend.

AIMO

Sanofi stops Antabuse.

Again one drug gone that emphases' even more the 'unmet need' for something that works.
ADIL should speed up things.

AIMO

jbainseky, wouldn't such a deal be a material event with mandatory information to the public (at least of its existence maybe not the detailed terms). And, if my memory is correct there was a time limit between material even and communication, I think it was 10 days or something like that.

AIMO

cheynew, yes but 20,31 (Sept 30) is what IMO we need to hit. Not far away at this rate, but still not there either.

AIMO

jbainseky, good wondering, so did I and I thought they might have done it in view of HALO business. Today, I am not so sure because they have mentioned several times in the CC's that they had increases in backlog.

That points to multiple small orders rather then one big one which is what I would expect if they built it 'on demand'.

And for Orange County we know that it is filling a gap in the market by offering these kind of services for the small companies, which IMO is a smart move because it suffices that one of them becomes big.

AIMO

EISid18, correct. Options expire on the 3rd Friday of each month. And the 21st is indeed the 3rd Friday of April 2023.

AIMO

EISid, I think we need to break through 20,31 of Sept 30 for a break through to be meaningful.

It is of course all a matter of opinion, there is no wrong or right is such matters.

AIMO

Cubflyer1946, if only we would get paid every time you wrote 'sure' on this CDMO board and were wrong! We could all stop investing and only read your posts as a source of income.

Actually, you would be monetized instead of weaponized.

AIMO

Kind of remarkable, normally on Wednesday CDMO goes down.

AIMO

horselover45, that is probably closing a short position, possibly due to a margin call.

NOTE: This is SPECULATION, I cannot know that for SURE!

AIMO

CDMO good QCC, good day.

See you in 4 has a completely different meaning now.
Didn't know this meant see you when suddenly 4+ up on one morning.

Now I also understand what TOXIC means, toxic means that you can suddenly get 40+% up.

Of course we will see some PPS undulations, some shorting after a big move up, some profit taking, but breaking 20,27$ would, IMHO (I added the 'H' for once but that isn't really me :), be a possible base for retaking our 52 weeks high.

I hope you all will enjoy the coming weeks and not panic if we undulate.

AIM(H)O :)

Cubflyer1946, all...no, certainly not.

My research as good as yours...yeh, probably much better because many of my prognostications came through in the past. Still waiting for one of yours.

And I think I will have t wait for a long time. That is, if I life to see them :)

AIMO

Cyberflyer, that is about the 10th time you warn us about that the past years if I include the "see your at 4$".

Did you do your research and do you have a date for the single digits or are you just pulling this out of your (choose)?

Because now it is like telling us that we need to prepare and get ready to die. And we probably will, but when?

AIMO

subslover, thanks for sharing.

This kind of confirms what I suspected already a few months ago when I openend a position in ADIAL. The clinical results where clear but the investors often only look at the overall result.
And that overall result is what all the pseudo news channels write about.

But I keep saying that the heavy drinkers group is MUCH larger then the very heavy drinkers. Splitting this up, given we are dealing with an unmet need, is the way to go.

AIMO

djohn, nice find. I remember post on here saying we would have to pay Humanigen :)

This is recent (24 Feb, 2023) and I wonder what we could derive from the fact that the settlement is 3 Milj USD?

AIMO

CDMO $17.04 +0.57 (+3.46%) after hours.

source: Nasdaq

11K shares traded on 75K for complete day session, that is about 15% of daily volume in after hours.

Inst. Inv. Up 0,3% since yesterday. Moving towards 122%

AIMO

CDMO Inst. Inv. 121.14% (ex 13D/G)

source Fintel

CTLC 126.81% Inst. Inv.

source: insert-text-here

Preciouslife1, do yo have a time-frame in mind in relation to :

ArchieK, lol - that was a full hit on the target :)

cheynew, notice...

The author writes:

vinmantoo, this was a small PII trial, but it confirmed what was needed to move on...if you have the marker Pem+Bavi is better then Pem+nothing.

That lesser people have the marker is of no importance because the end solution targets those with the marker and if it works for them you have a drug on the market that Merck will like because they can capture that part of the 'marker holding' patients for 100% until the others (competitors) run their combination trials.

And, in a PIII they can design the trial to ONLY let patients with the marker in one group and those without the marker in the other and NO NEED for a placebo. And that we know is a BIG advantage because placebo groups often F-Up :)

And anyway, we just made the World Cup finals Hockey in India against the Netherlands and Sunday its the final against the Germans. That's what is important in life :)

AIMO

Bavituximab new positive results of clinical trial

From Today: Bavituximab Plus Pembrolizumab Elicits Responses in Untreated Advanced HCC

Jan 25, 2023
By Chris Ryan

see also:

Can anyone explain what this means:

EISid18, I think there was a manufacturing agreement that was part of the transfer of BAVI.

AIMO

ArchieK, they are also always present in some way on all events where AVID presents and probably have good opportunities to talk with people and indirectly confirm topic B by asking a question on topic A.

And if question A is well thought they will probably get answers where asking B directly would not.

We can't even ask questions in Q/CC :)

AIMO

bleedpurple, my English gets better, my age too :) and the dog and concierges are of a far past. And the Belgian soccer team...well lets not get into that. I watch the hockey world championship in India now :)

But CDMO and HALO are still my tops and in the long term ADIL.

ADIL has the goods for heavy drinkers (passed Level 3) but will have to split the very heavy drinker off. An I think we may see a TCLN/PPHM/CDMO scenario unless they partner this with a BP. There is probably more money to make with drinking problem drugs (unfulfilled need) than there is with CDMO/HALO combined.

AIMO

EISid18, we crossed it.

Our II% remain stable near 120%.

AIMO

cheynew, what a misery that a super company like HALO goes down based on what analysts THINK HALO should achieve.

What a GREAT MINIPULATION TOOL if you can make the public believe that when a company does a super performance but less than what analysts projected it should go down.

And the other way around.

AIMO

Lol PG, I still remember when we came up with her name long before we were informed officially about her role :)

AIMO

Happy New Year

Let 2023 be more peaceful and stable then 2022.

And don't forget to eat & drink to rinse it all down :)

Take Care

EISid18, could be right...gas prices are back where they were before the start of the war.

Gas demand in Europe lowered by about 20%. Germany has new mega gas terminal (build in 10 months) that opened last week and removes the pressure of the kettle, which removes the pressure from Europe's biggest gas terminal in Zee-Brugge (Flanders).

No new COVID strands in the Chinese COVID revival and quite good group immunity in Europe (Vaccinations here stops officially now with No 4 - the improved Pfizer vaccine) being the last. And thanks to our index system all working people had automatic salary increases so that they don't feel the inflation, so they can keep spending (and paying taxes :) which is good for economic relance.

The markets will follow when they start to see the results of that and your timing (spring) is probably not far of.

AIMO

jbainseky, that is correct and if they would go short (as suggested your previous posts on the subject) they need to bring it back up to at least 18+ and keep it their a while.

AIMO