Avid Bioservices Inc (CDMO)

[sulaco]

Biopharm, I've backed you before on this...

There are two cash cows in the medical field:

1 = outpatient surgery
2 = oncology

That's it. That's where hospitals, doctors, surgeons, et. al. make their bread and butter. Chronic disease care, while certainly important, and really the "elephant in the living room," doesn't come close in terms of ROI.

Lung cancer is not just a typical cancer. It is the NUMBER ONE internal organ cancer worldwide (we all know skin cancer is #1 overall.)

That's the valuation we're looking at. I, like you, am not sure everyone "gets" that. If Bavi first-line holds up, and delivers great MOS numbers, then we're sitting on a cash register, plain and simple.

Calling a valuation for what it is, does NOT constitute mad pumping. Cancer isn't going anywhere, and if Bavi is SOC in this space, it's light out. Pure. and. Simple.