Avid Bioservices Inc (CDMO)

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Most of my DD has been science based. For me, that’s the evidence that’s the central core for my PPHM investment decision. Beyond that there are the considerations which include the internal structure and strength of the company, The potential bio market, especially for oncology, the economics and current structure of the larger big pharma space, and the encompassing bio regulatory structure.

Something else that is worth some focus, I believe, are some of the other investors in PPHM. One source of information synergy for me are my fellow posters/investors here on the iHub. This comes in the form of opinion, cross-references, and observations on researched evidence: for example CJ’s recent noted quote from a company ad for a Medical Writer:

”We would look to your experience for the production of high-quality clinical documents to help our rapid approval process with the FDA.”

This seems, to me, to be particularly deliberate language. Finally the posters/investors who share their researched science and help to explain those materials: Posters like, FTM and some others.

Other investors in PPHM who might carry some weight are the very large investors in the company, both the persistent and the steady. Two examples:

Ayer Capital Management which has re-established a very large position in Peregrine of 5,743,030 shares.

http://files.shareholder.com/downloads/PPHM/1278144473x4927082xS1140361-12-49626/704562/1140361-12-49626.pdf

And Eastern Capital LTD, aka. Ken Dart, with the largest investment position in PPHM of 7,421,760 shares: Held and built upon since November 2010.

http://www.sec.gov/Archives/edgar/data/704562/000140840810000007/pph13g10.txt

http://www.secinfo.com/d1aVcn.p1.htm

Here’s a CNBC summary:

http://data.cnbc.com/quotes/PPHM/tab/8

Maybe these large positions can be another vote of confidence in PPHM to be weighed and considered: definitely two very substantial early bets on Peregrine’s future success.

IMO

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