Replies to post #246116 on Avid Bioservices Inc (CDMO)

[nuke661]

sulaco,

I agree with everything you said. However my assessment of what impact these ISTs are having with BPs is probably different than yours based on the actions that management has taken over the last half of this year. Please see my response I just made to Couch on how I'm seeing things. Believe me, I'll be the first one who will be jumping for joy if the deal comes in much earlier than I expect.

[swg_tdr]

Joe and Nuke, incisive arguments. thanks

so does this mark the 2nd look-in as the most likely or earliest jumpin point for an acquirer or 50/50 partner? Or do you "feel" an aggressive buyer sees enough any earlier?

I still think that an acquirer would not be able to monopolize Bavi for his exclusive use, in the long run, even if he were the holder of the SOCs. Once Bavi is approved by the FDA, Oncos could combine it elsewhere based on ISTs etc, or for last ditch "compassionates". Didn't a few argued that most downstream IOs have similar results, but are limited to smaller segments in response and should be excluded for other segments due to severer side effects. so this will be a more fragmented market, all needing Bavi.

Nice variables re price points, distribution and international drug politics, all will bear on how an acquirer places value on this bird.

Best,
N