Replies to post #199395 on Avid Bioservices Inc (CDMO)

[Tech-clone]

CP I Ike this sentence in the transcript.
We feel strongly in our mission and believe in its value and that that value will be reflected in our share price as company milestones are reached. Sure like this better than the Medipharm Techniclone days LOL.
God Bless

[edcpf]

Thank you for analysis. Like some of the other posters, I also think this is the best CC (during my time of 1 1/2 to 2 years). Nice to hear about more than doubling of production capacity. Not out of the woods yet, but getting there. I also liked that the e-mailed press release was well structured with lots of information.

The ideas we discussed a couple of weeks/months ago still stand:

* Phase II/III HER2- or HER3- bavituximab + anti-PD1 (+ paclitaxel) with a partner?
* Phase III bavituximab + sorafenib (Bayer/Onyx(Amgen)), I think we can evaluate the chances of that happening already in January
etc.

[The Other Guy]

Thought leaders is what he uses for KOL's. The "growing" fits previous quarterly statement of CEO King about the few dozen of collaborations and the biopharms group statistics on the PPHM Bavituximab, Avid and Brekken followers that seem to take a serious acceleration. Many may not agree with me but I find this Shan statement the most valuable of the complete quarterly.

When I listened to the presentation I thought Shan had done, by far, his best presentation on a cc. He has surely come a long way over the past few years. Of all the presenters, Shan seems to bring more detail (spelling out "calendar year" or giving color to the trials) the other do not.