Avid Bioservices Inc (CDMO)

[entdoc]

bigworld, nice post. I'm in your corner. PPHM is my biggest holding now, with MSFT and XOM close behind, and that is about it except for an occasional flirtation. Thinking about MEDX. I've been in and out of that stock for about as long as I've been in PPHM. Here we are mid-July and the usual summer break/swoon has been pretty mild, if not downright encouraging. The question at this point is not the science or the market for it; product safety; or even efficacy, but whether or not the corporate fabric can withstand a marketplace increasingly desperate, brutal, and bloodthirsty, competing furiously for every retail dollar it can garner. The tired old-guard, Avastin and Erbitux, have had it. Obviously. Who is the invisible hand guiding us. Three guesses.