Avid Bioservices Inc (CDMO)

[jakedogman1]

agree... here's an sec filing from feb about lias relocation stuff.... had some deadlines to move to get reimbursed...

http://ir.avidbio.com/node/18041/html

chart is way oversold and lias replacement is better imo having actually been a ceo ...

think about this.... extra capacity w/o expansion is maybe $45 mil range.... not much when looking at BP needs for commercialization of a drug that could be used with ten other cutting edge I-O drugs... and you can't switch horses that easily... particularly on something as big as enhaze could get in short order... one possibility for delay is halo/roche and others are estimating demand over next two years....both halo cc and cdmo cc mention estimating demand... my guess enhaze could take all of CDMO capacity and expansion.... per last couple cc's, halo has been planning for their enhaze commercialization with their suppliers.... AVID... are you in or out? if out we need to go elsewhere... They should have these estimates by now.... this could be the delay in signing new orders if enhaze is the game changer play...