Avid Bioservices Inc (CDMO)

[jakedogman1]

read the last cc transcript... they are gearing up ... pay attention to the halo discussions and look at halo presentations w/ enhaze .... i am very happy w/ progress

as for institutional interest, three 13g's filed within a week of each other in feb including tappan increase to 8.6%. i spoke w tappan folks when they first got involved... i thought pphm value was bavi at the time and tappan said avid was the value play... ronin folks said the same thing w/ their public letter

as for sp value and mgmt's timing, they filed an S-8 in dec which basically consolidates the option programs for employees.... i don't think there is any hurry on SP until some of the options are distributed ... Lias said on an earlier cc that all the work they are doing won't show until fy 20 which starts may 1 ....

http://ir.avidbio.com/static-files/60b13425-406a-4819-92ff-533f8aaad271

we should be a takeover target in the not too distant future so Lias needs to show value in current sp ...and the bod is not married to this company with $500k paychecks.... all imo