Avid Bioservices Inc (CDMO)

[jakedogman1]

Two other things to consider...

The more institutions that are involved, the better from Ronin's pov imo. In other words the less retail, the better. So a ten percent sell off might be a great investment in the long run if it chases retail out.

And as far as the IP value.... I would not be surprised at $30 million nor would I be surprised at $300 mil. There is $500 mil plus invested in bavi (granted some very poor investment decisions w/ the home run go alone play)... Juno was just bought for $9 bil and Kite? And if the PS paradigm gains traction which it seems to be doing, the PS winner probably wants to block off channels of competition by securing competing IP.

Given SK's rainbow window expires on 5/22/18 with an average exercise price of around $9 per share, we won't have too much time to wait. And if anyone can recall the summer of 2012 when all of a sudden we started moving up, the psych ops were going on in full force. Wall St is still Wall St and retail needs to be moved out.

Run Forrest run....