Avid Bioservices Inc (CDMO)

[sulaco]

I'm not foolhardy with PPHM, I just have a hard time suffering fools.

It's astounding how little the bench science is talked about. Every YMB kiddy-guru pretty much states, "Well, the science really doesn't count for much, I pretty much follow the stock price."

Well, geewhiz, who knew? Once-in-a-great-while there's a contrarian nugget on YMB, but it's so rare, it's not worth my or your time.


Look, my take is either you think Bavi is a super-charged Avastin or you don't. Garnick shepherded Avastin through the whole process and he'll do the same with Bavi. Except Bavi has much wider applicability than Avastin.

I bring this up and I get blasted. Bavi is poised to be a multi-billion dollar drug across a wide range of solid cancer and anti-viral applications. With a $2 stock price? Whoa.

The stock will hit $41/pps sometime this year, most likely as a peak. That's based on anywhere from $2-5 billion valuation from Big Pharma that is ultra-hungry this year for young blood. Pfizer ALONE has $25 billion in CASH burning a hole in its pocket. The industry as a whole has about $70 billion. These numbers are all in mainstream recent articles. Look 'em up.

My take is BAVI is well-positioned in an excellent year as a candidate for Big Pharma shopping. Either you see that or you don't.

YMB isn't going to tell you this.