Avid Bioservices Inc (CDMO)

[jakedogman1]

agree and the catalysts imo will be fda/eu visibility on avid client submitted drugs from halo related products.... there are enough analysts following the company and industry... the Stephens analyst just put out a report on Catalent, the other halo manufacturer... so they can read the tea leaves and the tea leaves will be very public in terms of pdufa dates/approval etc... and the SC version of drug delivery is heating up... and given the comment from the ASM about manufacturing drugs upon approval to prepare for launch makes sense... i think you will see interest from the analysts on behalf of clients increase as the story unfolds (caveat if the story unfolds as i see it assuming the three commercial process validations completed amount to success)

also, with the WeWork bust, the unicorn aura is on the downswing.... capital will be chasing cash flow companies and not pipe dreams of cash flow companies

having several hundred mil in fed/state nol's combined with positive cash flow will be a good thing...

all imo