Avid Bioservices Inc (CDMO)

[jakedogman1]

Agree this is not going to happen overnight... Hopefully we are a takeout target once the ship is in the right direction. Once the "future" cash flow story is in place, we will see it in the SP... greed is still good... and we won't have the stench of the ES crew keeping institutions at bay...

Given all the trials we are going to see with all the combos coming out the yahoo, having the ability to manufacture these on a small efficient scale will be huge... and high margin....

And remember time is money for BP.... if you can recall, several spent hundreds of millions just to speed up the process with the FDA...

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

Conclusion and outlook
The consolidation of the CDMO market is
accelerating, with many private companies
selling to other publicly traded CDMOs or
new entrants. CDMOs follow one of three
business models to address the market
needs and grow their businesses: specialty
CDMOs rely on technological leadership
and provide cutting-edge services for
selected segments at limited scale;
capacity consolidators aim to be regional
or global leaders and preferred partners
for large-volume production of certain
product types; while vertical integrators
seek to provide value by addressing
a wide range of customer needs with
integrated solutions, from development to
packaging.