Avid Bioservices Inc (CDMO)

[cjgaddy]

8-21-20 Avid’s Known Customers Mkt-Caps
Pg.39 of 4-30-20 10-K (iss. 6-30-20):
1. Halozyme Therapeutics https://finance.yahoo.com/quote/HALO 3.9B
2. Gilead Sciences https://finance.yahoo.com/quote/GILD 82.7B
3. Acumen Pharmaceuticals PRIV: https://www.acumenpharm.com
4. IGM Biosciences https://finance.yahoo.com/quote/IGMS 1.5B
5. Coherus BioSciences https://finance.yahoo.com/quote/CHRS 1.4B
6. ADC Therapeutics America https://finance.yahoo.com/quote/ADCT 2.9B
NEW 8-2020:
7. Iovance Biotherapeutics https://finance.yahoo.com/quote/IOVA 4.2B
8. Oragenics https://finance.yahoo.com/quote/OGEN 58M

Aug2020 Adds:
8-6-20: IOVANCE Biotherapeutics signs w/Avid(+Aragen) to Dev+Mfg. IOV-3001 (IL-2 Analog) https://tinyurl.com/y2lgzh6x
BioProcIntl: “Iovance said it would focus on GMP manufacturing of IOV-3001 during 2020 and may initiate IND-enabling activities as early as 2021” https://tinyurl.com/y4ko9j7t
8-20-20: ORAGENICS Signs Dev/Mfg Agreement with Avid for COVID-19 Vaccine “TerraCoV2” https://tinyurl.com/yxqg3w4v

Pg. 39 of CDMO’s 4-30-20 10-K (iss. 6-30-20):

Period       Halozyme Gilead Acumen IGM  Coherus ADC-Ther. Others 
 FYE  4-30-14    91%                                          8%     
 FYE  4-30-15    79%                                          9% 
 FYE  4-30-16    69%                        26%               5%  
 FYE  4-30-17    58%                        16%     26%      16% 
 FYE  4-30-18    55%                        22%      9%      14% 
 FYE  4-30-19    30%          <10%  <10%    13%     21%      36% 
 FYE  4-30-20    28%    24%    11%   11%    10%    <10%      -- 
 

= = = = =
6-30-20: Revs Guidance (FY’21 fye 4-30-21): $76-81M
https://tinyurl.com/y9zbgmos
Note: Avid’s FY runs May-Apr, so FY’21 = May’20-Apr’21
~Sep3: Q1/FY21 (qe 7-31-20) CDMO Financials & Conf. Call