Avid Bioservices Inc (CDMO)

[pphmtoolong]

One trick pony? Not a bad thing depending on the trick. Peregrine in my view is a one trick pony. The trick is the anti-PS action of Bavi; maybe some follow-on Bavi 2.0. However, Bavi's trick may be good enough to prolong or save lives of cancer patients. If it does that one trick well enough, owning PPHM shares may be a very good thing.

Bavi is in Phase III in an indication it has already had success with. I like this position better than any of the preclinical marvels we read about every day. They are years away at best. Bavi is months away.

Hang tough, trade 'em if you got 'em.

GLTA, Paul