Avid Bioservices Inc (CDMO)

[Protector]

Threes, EXPECTATION...doesn't the word say it all.

They did not, can not and nobody can, say exactly how much they will do in a year. Suffices that the FDA hold back one customer for 3 mounts and it can make a 5 Mil$ difference that shifts into another year.

Furthermore they MUST test run EACH separate line and get FDA approval before starting up those lines in production. Ones those steps past they will be able to tune but STILL on forcasts of THEIR CUSTOMERS. If customer ABC says I'll do 7Mil$ and they only need 5Mil$ they the same forcasting problem will be in AVid's numbers.


And I am not even going to discuss the Analyst expectations because WHY would an Analyst expectation have ANY VALUE AT ALL other the allowing the marked to be played. They just and or remove a few cent and then the company does better or less good then the analyst expected. So what?

What is MORE IMPORTANT then the analyst expectation for us shareholders is that PPHM consistently lowers it's loss per share. Currently to 2.1 cent per share (Pre-split for easy comparison with the 12+ cent we come from).

In terms of Post split that would be 16 cent coming down from 84 cent (12x7).

That is why that I don't see that a PPHM Q/CC with a RECORD revenue year, a record Quarter Earning per share, confirmation on Exosomes progress, repetition of importance of MSK Dr. Wolchok's finding in combining Bavituximab with CAR-T technology and finally a guidance for Avid of 50-55 Mil with update as they go during the FY is a bad thing.

They clearly stated working on catching up with the backorders and filled up inventory to 33Mil$.

And they increased their cash position by 7Mil$.

WHAT IS SO BAD ABOUT ALL THIS?