Avid Bioservices Inc (CDMO)

[exwannabe]

I would agree that Roche is not going out of business. Could they manufacture for HALO what PPHM is manufacturing if the chose to. Yes.

Agreed.

But as long as the industry (bio manufacturing) is still tight I would not really expect it.

Certainly though if the industry needs to scale back some, it is the companies like AVID that can be in trouble. And this is probably more the real concern than the single customer issue. As long as BP is continually looking for vats of goo, Avid can find customers.