There is NOT another one! I have looked, not another biotech out there in phase III with FDA Fast track, doubled survival in a previous study and has there OWN manufacturing facility!
Gross profit has no relationship to burn rate. You can't pay bills with gross profit. No one knows what the NET contribution of Avid is but clearly the value of Avid is the mfg. capacity should Bavi be approved - not the third party business and any offsetting cash flow that Avid may generate.