Avid Bioservices Inc (CDMO)

[exwannabe]

I agree with your point that PPHM does not presently have any clinical activity. The NCCN trials are not theirs to stop (and I suspect they have already committed the Bavi).

One possibility is that we are talking headcounts. Could there be employees at PPHM who's positions can not be justified based on the present state? Hard to know, as we have limited visibility.

They have Shan (clinical and regulatory) and Garnick. Plus who knows how many slaves under them. Might the overhead here be the target?

I do not claim to know, only tossing out possibilities.

BTW, one clear point I would disagree with Ronin on is not going ahead with the POC on the Exosome test (assuming the validation tests look good). This will not cost much at all.