Avid Bioservices Inc (CDMO)

[skweze]

One thing the company has in its favor in "going at it alone" is existing manufacturing capability and expertise. But the most compelling reason for a partner is marketing: for that you need "big" pharma wherewithal. I also expect a partnership and that the partner makes a bid for the company sometime during the Sunrise trial. In the meantime, it would be nice to have some kind of update from management, but something tells me that we don't hear anything until June. All imo.

Great Post CP. There is no greater risk going it alone. The only risks are that Bavi is not safe or Bavi does not work. We KNOW that Bavi is safe and that Bavi works! As with all drugs Bavi works better in some combinations and in some indications. We know that and will proceed in the indications and combinations which are known to be very good.(eg.NSCLC and breast!). These indications ALONE will produce multi-billion dollar revenues. Meanwhile the IST's and preclinical trials will point to further indications and combinations.

I expect a partnership and a buy-out...but both will be very good for PPHM shareholders...and IMO many times better than the ABBI potential deal. Once again great post CP!