Avid Bioservices Inc (CDMO)

[DavidA2]

Wow. That Canadian customer was a big one. That and the US customer "B" contributed to 54% of the pie. The % share increases of US customer "A" and the German one can be almost explained by the losses of the Canadian the "B" customer.

Somewhere in the lack of progress in Peregrine and Avid could be explained by the missteps in the top line management. Really need the new guys to change things for the better. Science alone isn't enough.