Replies to post #236860 on Avid Bioservices Inc (CDMO)

[djohn]

Maybe Wall Street Values Avid at $200,000,000
PPHM drug portfolio at $1,000,000,000
PPHM Management and BOD at -$1,000,000,000

[jakedogman1]

The mkt values all of pphm ip at about $16 mil imo

Avid value 3.6 times annual sales = $130 mil (conservative in not including internal sales and upgraded capacity)

Current cash $55 mil estimated

MC $201 mil.

Ten yr cumulative dev costs of IP $263 mil.

So if mgmt is using ATM, they are getting about 6 cents on the dollar for IP...

How much worse can one do on a partnership?