Avid Bioservices Inc (CDMO)

[realist1]

Very sobering post entdoc.

RE "using Bavi to prime for irradiation is probably where we are going to settle in...and for disease where the immune system is still intact. These results keep Bavi in the running, IMO, but further clarification seems necessary"

RE "more and more likely to me that more time and money must be invested"

I agree, which mean more phase 2's, and more time waiting for final results, then time between phase 2 and 3, then lengthly phase 3's, then analysis, then FDA application, etc.
Basically, I see about 4 YEARS before Bavi could be sold as an anti-cancer drug (assuming of course that results actually are good). Obviously PPHM capital structure, balance sheet, and I would expect shareholders will suffer greatly by then in the current environment.