Avid Bioservices Inc (CDMO)

[Big On Tarvy]

"It certainly would make good sense if they could pull off the financing."

I agree U2000. This is the key question and I am also hoping to hear more on this point in Dec. CC.

By way of speculation, my personal opinion is that many on this Board underestimate how quickly this stock could be trading in the $4-$5 range if Wall Street IBs decided all the stars were in alignment for PPHM to move up.

What would that take? Certainly the r/s was precondition no. 1. Condition No. 2 is also now in place, namely, the endorsements of a major league clinical scientist (Chabner) and a major league BP player (Garnick).

Now add to that mix three more factors:

3. SK goes public with blow-your-socks-off Ph II cancer data;

4. SK and Haynes/Duke go public with blow-your-socks-off efficacy data from 11.31 anti-viral pre-clinical studies; and

5. Avid is pumping cash already and raises a large wad of private placement capital through the sale of Avid shares to enter the Biosimilars field and this capital infusion shows up on the PPHM balance sheet without issuing more PPHM shares.

In my view, these 5 factors, plus Garnick's participation in the road show, are more than enough to cause Wall Street to jump on board. We just need to hear SK announce that this is his plan, and the pps can start to move. The big question in my mind is whether we will have to wait for ASCO before the road show can go on the road. Hopefully we will have an answer on Dec. 10.
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p.s. Regarding Nature publication, I heard many months ago that the lead scientist reserves the right to edit the adjectives used in the "Conclusion" paragraph and that Haynes would do this based on the level of confirmation or excitement he gets from seeing how 11.31 does in subsequent studies, many of which are still ongoing. But I could well be wrong on this point. Maybe the editors at Nature are the only ones who have any say about the final wording and when it's too late for further edits of the Concluding paragraph based on related ongoing research.