Avid Bioservices Inc (CDMO)

[jakedogman1]

Cook is now Catalent... big cdmo... the three process dev validation projects with existing customer is prob related to Halo... two are with enhanze ...janssen darlezex and the roche combo

janssen filed fda in july and received standard review so prob first or second calender qtr next year... 7hr delivery time vs five minute delivery time on a blockbuster drug... should be in high demand per many sources... Dr's analysts etc... Roche to file fda submittal probably 1st qtr per halo cc... Avid produces roche drug.... both endeavors should require finish/fill capability ... i believe catalent has that capability so Avid will need to step up imo or be the second choice vendor...

Both drugs should get approved .....

Third process dev valid was for halo's own drug which busted last month. Halo now focused on enhanze and broadening the platform.... lots of activity... Avid should get some of this biz..