Avid Bioservices Inc (CDMO)

[jakedogman1]

agree... expect to see some payments from oncologie including the $8 mil and some milestones... the chief biz officer has done deals w/ merck and novartis... the head and neck trial was mentioned and ido1 was a bust for merck and INCY.... so bp still looking for a pdl booster... and car-t is still in play w/msk stamp on it... would not be surprised if merck and novartis are investors in oncologie.... and if a trial kicks off, a bav manuf contract is in store.. and oncologie doesn't owe us squat in terms of info and they are not going to telegraph to the world what they are doing to appease old pphm shareholders...

as for CDMO... the new guy w/ his resume doesn't join unless there is a solid plan... russell around the corner and my est is 6 mil plus shares are needed... once the institutional shares have the forced buy-in, CDMO should be announcing the start of the expansion... there should be forces working to get some traction with SP and possibly a good time to fund what ever dif is needed for the expansion after oncologie payments (if any) and it should not be overly dilutive if you announce biz with the capital need...

and now is a good time to announce a qualified CFO and finish cleaning the hen house...

we are getting close and folks will want your shares... if one remembers the summer run up before the dose switch, all kinds of games we being played...