Avid Bioservices Inc (CDMO)

[BioTrack]

I don't see how having an evolving strategy isn't a good idea, especially in biotech spec plays. All you have to do is pull up PPHM's 2 year chart to see that just blindly holding in that period would have caused missed opportunities elsewhere. But everyone has different investment strategies that need to work for their own risk levels. PPHM pulled through with fast track, which was HUGE. Roche's recent failure in PHIII NSCLC decreases the playing field. But if PPHM seems like it is going to go stagnant again until closer to enrollment complete in PHIII and Cotara isn't going anywhere it begins to weigh in on the consideration of looking at PPHM at a future date. My plan is to go through SUNSHINE, but again, I think they need a partner and PPHMVERYLONGs post didn't seem that off IMO considering their partnership intentions/statements in the past.