Avid Bioservices Inc (CDMO)

[investingdog]

From tickerspy.com

Ayer capital portfolio.
I guess they have the old info, before Ayer invested in PPHM. However, you will notice that what we call "significant" investment in PPHM is really a peanuts for Ayer. For them 5 mil shares at $1.3 is almost nothing.

Ticker Last Trade Today's Change Volume % of Daily Mkt Cap Div Yield % off 52wk lw % from 52wk hg Q3 2012 View as: Alerts Holdings Detail
ARIA $18.93 -4.95 -20.73% 20,715,123 1252% $3.1B - 78% -25% -20.7% $15.1M | 623.0K shares - increase of 14.0K shares
ARTC $33.10 +0.01 +0.03% 52,787 36% $921.8M - 41% -3% +1.3% $17.7M | 547.8K shares - increase of 88.2K shares
CAH $42.32 +0.41 +0.98% 2,652,795 114% $14.3B 2.6% 15% -5% +7.1% $6.8M | 174.0K shares - decrease of 39.0K shares
CELG $79.36 -0.48 -0.60% 2,349,977 78% $33.6B - 36% -4% +3.4% $15.6M | 203.8K shares - increase of 59.2K shares
CI $53.02 -0.68 -1.27% 1,766,360 72% $15.1B 0.1% 36% -2% +10.3% $8.4M | 177.2K shares - decrease of 10.8K shares
DVAX $2.65 +0.05 +1.92% 1,183,855 21% $472.4M - 19% -50% -44.3% $10.7M | 2.2M shares - decrease of 368.1K shares
ELGX $13.27 -0.34 -2.49% 221,166 51% $821.0M - 19% -16% -2.4% $13.8M | 1.0M shares - New Holding
GIKLY $16.20 0.00 0.00% 496 70% $ - 80% -6% -2.4% $13.2M | 833.7K shares - decrease of 833.7K shares
INSM $6.46 -0.07 -1.07% 75,046 30% $201.4M - 144% -22% +39.1% $14.2M | 3.1M shares - New Holding
MCK $98.25 +0.42 +0.43% 1,471,913 120% $23.1B 0.8% 31% 0% +14.4% $8.4M | 98.1K shares - increase of 3.7K shares
NPSP $9.77 +0.28 +2.95% 946,901 85% $844.3M - 63% -13% +6.3% $13.4M | 1.5M shares - increase of 496.7K shares
ONTY $4.58 +0.10 +2.23% 745,272 106% $261.9M - 37% -50% -10.9% $11.3M | 2.2M shares - decrease of 70.0K shares
SNSS $3.98 -0.12 -2.93% 433,493 81% $204.9M - 249% -42% -29.9% $6.1M | 1.1M shares - New Holding
TEVA $38.10 -0.74 -1.91% 8,798,430 183% $33.0B 2.1% 2% -18% -7.3% $24.1M | 581.3K shares - No Change
THLD $4.43 +0.17 +3.99% 709,649 77% $249.0M - 275% -52% -30.3% $6.2M | 854.8K


Here is some info on Ken Dart - don't have access to his holdings
http://tinyurl.com/cfnrug8