Avid Bioservices Inc (CDMO)

[biopharm]

Imp, it is clear that PS Targeting IP was a disturbance / paradigm shift / etc as explained in the prior post...specifically how BPs have up to 12 patents for each PS receptor targeted and multiply that by multiple drugs for multiple BPs for not only PS receptors but other MOAs that may not even do what the MOA says (3D live cellular imaging seeing down to protein pathway levels will change the way MOA are understood and that is yet another paradigm shift nearing )

It is nearing...that the Targeting of flipped PS happens 1st ...before the Cascade of other events play out

...back to your question

don’t you think that CDMO still has a lot of upside from the royalties if PS works like many here believe?

Yes, I do....astronomical upside and it is difficult to accept that not one mention of those avenues of revenue were mentioned by Avid Bioservices BOD

Some may say we are a pure play CDMO now but I disagree in this ...due to the fact that revenues that are built into the contract ( that were never 100% disclosed ) means we are not just a CDMO but I guess I can understand that one must not bite the finger of the one that feeds you

Heather Preston overseeing some Oncologie events as David Preston with Advent International driving CDMO Bioduro (that knows value in Biomarkers as they buy "Molecular Response" so one can't say that what CDMO Avid did was justified in settling for terms early on, before the real valuation drivers are global known for the IP assets behind PS Targeting / Betabodies etc

Again, I get it... some say a stock never really moves until we have a NICE group of funds that want it to move and we again are seeing all this building and IIS increase continually

The Avid BOD needs access to those Biomarkers and maybe they are not telling us everything .. because Biomarkers are what will drive ALL future trials