Replies to post #214869 on Avid Bioservices Inc (CDMO)

[Protector]

That sounds kind of like a duoble standard.

If PPHM open a new production facility in 12 weeks and we say: "Why would they do that unless they know something." then that is all done away as assumptions and speculation (which it is).

So if CSM opens one then it says: "Why would they do that if they expected to be taken to the cleaners by the PPHM suit".

Well, except for the fact that it is also speculation, maybe because they have insurance and secondly maybe because if the loose the PPHM vs CMS it doesn't matter any more if they have or do not have this new facility. They rent it and they invested 1.5milj$ to make it cGMP compliant. So what is their risk? 1.5Milj$ more or less will certainly not make the difference and if they loose they may leverage this 1.5Milj$ with PPHM who is ALREADY thinking and talking out loud on CC's about a NEXT facility after the one they open in the summer.

A production facility to step-in, ready made, would certainly be worth more then the based investment of just 1.5Milj$. So CSM has actually something to win with this if they loose.

What is remarkable is that:
- Avid wins an Award and CSM wins one at the same time.
- Avid extends its facilities and CSM extends them at the same time.
- Avid open Mid-Year and CSM opens, yes, mid-year.
- PPHM talks about a second production facility and CSM opens one.

I would NOT EXCLUDE the following scenario:

1) JB's tempered with the clinical trials.

2) CSM finds out.

3) Angela/Finken? try to save the day

4) Dose Switching is detected

5) Investigation shows that it is almost IMPOSSIBLE that Finken didn't know when JB left (the Take over without looking back is a little weak) IMO. And would in project management be a violation of protocols in handing over. Yet CSM recognizes that fact, why? because it is better then the alternative: We knew!

6) PPHM agrees to go after CSM but keep individual people (at least Finken and Angela) out of the wind.

7) They agree on a plan that will either find settlement or will be forced in reality by trial verdict damages payment to simply make CSM a full part of PPHM with positions for everyone and an option plan for Finken to remake himself from loosing his company. He will NEVER make more money than with PPHM options.

EVERYONE WINS! Even we, the retail shareholders. It is all in deal-making within the boundaries of legality.