Avid Bioservices Inc (CDMO)

[Protector]

I see that their are mixed feelings related to me showing up, suddenly, and after a year of absence.

First let me tell you that I believe in CDMO's success WITHOUT all the OncXenra related bussiness.
The company can stand on its own legs and as I explained in this post CDMO's PPS support
being invested in a CDMO like Avid who's customers are the drivers of the underlying production needs is great, altough not initially intended.
Halozyme being the prototype example.

Yet, OncXerna isn't listed on a public exchange yet and CDMO holds an interest in their success with using all the IP etc that was passed to them.
If it never becomes anything, which is always a posibility, then fine. CDMO will do fine without that OncXerna fallout too.
However, if it becomes something, then this will yield revenue, and hence PPS increase, for all of us.

Is this pushing? Well, in my answer to corporal I think you all saw that I estimated potential meaningfull revenue out of Bavi to be at least 5 years away.
That doesn't mean that there wouldn't be any Bavi related events in that period, it just means that I think that that is the type of time frame it will take before Bavi can contribute to CDMO's revenue in a more then trivial way.
I even support the appendix, "if ever", because in our past TCLN/PPHM/CDMO/Oncologie/OncXerna journey we have seen that nothing is for granted.

A number of concerns about Bavi related patent lifetime have been formulated and they are correct. But the exact molecule manufactoring process has not been disclosed (as far as I know) and that also protects the bussiness.
For as far as I am aware, the intended legislation to force companies to disclose the molecule manufacturing specifics after 5 years, was never passed.

Even my expectations of meaningfull revenue of Beta Bodies was 3 years from now. I am not sure how some of you see this, but a projected earliest meaningfull revenue potential in 3 years doesn't seem like pushing to me, is it?

Anyways, I am here and maybe I'll disappear again for some time and then surface back for a next bunch of crap :)

Just know that I can understand all the reactions of both corners and I respect them, even if I don't always agree.