Avid Bioservices Inc (CDMO)

[sulaco]

HF, sometimes I think we really forget what we have here


1 - Yes, Immuno-oncology is THE coming paradigm shift in cancer treatment
2 - Yes, Bavi WILL be a major player in the I-0 space (for goodness sakes, just think about it: the cell membrane is CRUCIAL to all cellular signaling, operation, and protection; it's either that or apoptosis
3 - Yes, the stock you are holding plays "nice" with so many other anti-XYZ Mabs, which is EXACTLY why it won't be destroyed by BP; (if BP can make SOC money off something, it's certainly in your favor)
4 - Yes, PPHM holds long-term patents on the anti-PS platform
5 - Yes, this IP is owned 100%
6 - Yes, if you hold a fair number of shares now, you may very well be able to retire quite soon

SOMETIMES WE NEED TO BE REMINDED OF WHAT WE HAVE AND WHERE WE ARE

7 - We are sitting on the edge of a paradigm shift, with THE upstream checkpoint inhibitor in the space (but you'd never know it by reading this Board)
8 - More and more KOLs are coming on board every day - witness this ESMO article
9 - The oncologists I know personally talk YERVOY all the time (what will they say when the Bavi + Yervoy results come in?)
10 - In my view, I'm not selling a single share for less than $50, and will sell most $100+ (I'll wallpaper my bathroom with PPHM stock certificates before selling)

Warren Buffet's advice: BUY AND HOLD...FOREVER.


Best always,

Joe