Avid Bioservices Inc (CDMO)

[entdoc]

thanks carltun and clonepone. Here's the deal: Erbitux/SamWaxsal/MarthaSteward/CarlIcahn/ImClone was a different era, and ImClone went it on its own with a not very efficacious product, to be kind. Let's focus on PPHM, a different era, and an enormous advance in the science and art. I have been sensitive to the "dead money" concerns here in the past...and it was worse than dead money as it turned out...but the several clinical trials of MAB Bavi for several different types of solid tumors; viral applications; imaging applications; PPHM's better-than-avastin antiVEGF; PPHM's antiTNT Cotara which was mentioned by Garnick today as being set to begin PIII...on and on. Most important of all is going to be the effect of the dawning of awareness in the scientific and then the public sector of exactly what is going on here. It's major. The only downside I can think of is the float.