Avid Bioservices Inc (CDMO)

[swg_tdr]

golfho, NEAT MUST READ, tho I doubt the 30% share of the total market for Bavi.

What is the total Oncology market today?

We get a number like $47.7B…

Let’s just say that we capture ~30% of the market (Assumes that Chemo, Radiation must be in the formula

I assume from the teaser of the research report it is just the pharmaceuticals, not the huge add-ons by the hospitals for infusion services and follow-up scans and overhead.

As to Europe, you have pricing reviews, so a 30% monopoly would be fought over there.

I'll be happy with 8 to 12% and thank you for a great analysis (again).

All the best,
NHwild