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Wednesday, December 14, 2022 9:22:58 AM
As we have seen now, Nick emphasizes more and more 'production' orders. They are majorly different from the others in that they are recursive (unless of course there is no demand for that drug). HALO is one examples but in the last lot of new orders (that went into the backlog) it was also mentioned that there were production orders in the set.
What happens with Catalent also plays in this market. Catalent (owner of Cook that was our competitor for HALO) has shown that QUALITY & RELIABILITY is more important then just TURNOVER. Now they are closing factories on a moment where the market is crying for capacity! And it is a cascade...they close the factory that they acquired from the Belgian CDMO because their other factory is not able to deliver the input needed for further production.
CDMO goes slow for high quality, high-tech reliable production. They don't carry the many old time reactor capacity with them as do almost all, if not all, their competitors. CDMO itself has converted almost its complete capacity to single use reactors and has build its new labs on a moment that is was more clear and obvious what exactly was needed for those new types of production (such as costa mesa).
I expect a deal with HALO for the construction of a HALO optimized production capacity now that HALO is scoring big time. I see HALO pay/contribute to that to have ABSOLUTE priority on that capacity, in this way making sure that they never stand in the cold.
AIMO
All In My Opinion. I am not advising anything, nor accusing anyone.
Recent CDMO News
- Form 8-K - Current report • Edgar (US Regulatory) • 08/29/2024 08:30:10 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 08/28/2024 08:34:04 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 08/28/2024 08:32:18 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 08/28/2024 08:30:28 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/16/2024 11:50:20 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/16/2024 11:48:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/15/2024 08:40:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/12/2024 08:30:04 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/11/2024 09:02:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/11/2024 09:02:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/11/2024 09:01:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/11/2024 09:01:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/11/2024 09:00:54 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/11/2024 09:00:45 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 07/11/2024 12:23:26 AM
- Avid Bioservices Reports Financial Results for Fourth Quarter and Fiscal Year Ended April 30, 2024 • GlobeNewswire Inc. • 07/02/2024 08:05:04 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 03/07/2024 11:30:11 AM
- Avid Bioservices Announces Pricing of Private Placement of Convertible Notes • GlobeNewswire Inc. • 03/07/2024 04:58:48 AM
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- Avid Bioservices Announces Certain Preliminary Financial Results for Third Quarter Ended January 31, 2024 • GlobeNewswire Inc. • 03/06/2024 09:31:28 PM
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