Avid Bioservices Inc (CDMO)

[Carboat]

This is why AVID is a backup plan for Sunrise being sunset:

My opinion is that while driving the addition or maintaining of customers with a better vertically integrated manufacturing process, it may not make a huge difference to the stock and the eventual outcome. Provided Bavi is successful, incremental benefit from toll manufacturing (what they're doing for other customers) would pale in comparison to Bavi sales.

Also why using high-risk/high-return-expectations funding like ATM is absurd for AVID. Every share printed to support Avid is less potential upside for pphm shareholders. They implied on the cc that other funding could be used for Avid (don't see how considering the accounting is consolidated with rest of pphm) - why don't they, money is cheap for mfg who have book of business to support loan.