Avid Bioservices Inc (CDMO)

[sulaco]

Don't think so. Cat out of bag now.


SK's best move is to shout Bavi from the rooftops. NCCN gives Bavi too much exposure. AZN involvement caught many off-guard. The industry is already shocked a little $250 million company pullled off an international Phase III with almost 600 patients AND can manufacture its own product in-house.

RRdog is right. The company is on track to support its PPS right now throught Avid ALONE. When Avid III opens (and you better believe it will), you're looking at $80 million in revenues with valuation at $300-400 million. Uh, that's more than we're worth now for the whole company.

So the RS, always the nuclear option near-and-dear to bears, has a bad trigger.

Retail needs to get out. And get out it will. For breadcrumbs. While 'tutes and the MM's make off with the Kruggerrands.

Regards,

Joe Six-Pack(grin)