Avid Bioservices Inc (CDMO)

[Threes]

Good things happening over at HALO.
Their growth should find its way to our bottom line.
Recent developments include trials of MAB in allergies and infectious disease.
With tRump's success fighting COVID using Polyclonal antibodies there appears to be interest in testing MAB's on COVID.
Nothing guaranteed but we should be in the sweet spot to capture the CDM of those efforts.

Also Gilead is an ace in the whole.
What plans do they have to continue and possibly increase use of CDMO as a vendor. Have they just been ramping up a larger volume plan. Halo and Gilead were 4 points off on percentage of Rev's last Q at 24 and 28 percent. Two Q's ago HALO was 89 percent of total revenue.

I am hoping we got the bum's rush at the ASM so Nick can bring good news to the CC and coming Q.
Could be things were fluid and the extra time provided some clarity on good things ready to be revealed.

Fingers crossed on a good news we could see a nice pop up from here.