Avid Bioservices Inc (CDMO)

[entdoc]

iandy, my impression, FWIW, is that Dr.West has only a superficial appreciation of critical factors at play with Bavi in specific, and PPHM pipeline in general. Non-scientist non-clinicians must listen to someone, that is true, but in this case Dr.West can barely be considered more than a pundit on this subject, not an expert. His overall thesis is sound, "if it seems too good to be true it probably is". I'll say it one more time: PPHM is worth much more than today's face value if you totally subtract this "iteration" of Bavi. Look over some other aspects of the company and get back to us on it.