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Re: north40000 post# 323991

Thursday, 02/08/2018 3:23:06 PM

Thursday, February 08, 2018 3:23:06 PM

Post# of 346043
the cook catalent deal...

CDMO space is hot.... pretty easy fix w Avid imo with what they have to work with...

http://www.ey.com/Publication/vwLUAssets/ey-the-pharmaceutical-cdmo-industry-is-consolidating-september-2017/$FILE/ey-the-pharmaceutical-cdmo-industry-is-consolidating-september-2017.pdf

i think the CDMO ticker may come in handy for a private entity down the road...

Looking at it from ronin's perspective, Avid was a very attractive take out relative to value. Any IP value is gravy.
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