Avid Bioservices Inc (CDMO)

[JamesGMS]

Mass Hysteria {AKA MH},

The board has missed your contributions over the past many months. If you're still monitoring the board, I and a few others would be interested to learn your current outlook - in light of the excerpted portion from your March 2017 post below - but also in light of the fact that perhaps the most important KOL of them all, Jedd Wolchok and MSK, now has a human clinical trial all prepared and ready to go - for most likely CAR-T - and is just waiting on "the company" for the go ahead. Of course, the identity of "the company" is still unknown, but nonetheless Dr. Wolchok is clearly ALL IN on the PS IP and clearly sees the "visible value" you mention in your post.

Hope you are well.

James

When you get Birge, Wolchok and so many others to get deeper and deeper into your platform, put their names on it, write papers in support of it, engage in trials and plan clinical activities – it is the number one indicator and can never be faked. Getting into trials with products from MRK and SGP cannot be faked out. They are in a race to win and that does not mean spray bullets anymore. It means using indicators from newly developed testing, response assessments and other means to evaluate where a real potential can rest. With further and deeper commitment by so many world-class organizations – the takeaway for me is a great positive.

While purely speculative – the behavior is not. Engagement means interest. Interest means visible value. Visible value drives investment in time and effort.