Replies to post #265850 on Avid Bioservices Inc (CDMO)

[geocappy1]

The key for us is profitability and stopping dilution. If we can get by with minimal or no dilution while Avid grows and we systematically develop the IP then we as SHs may benefit

[Carboat]

3x revenue is typical and $500m requires > 1000 employees and worldwide capabilities. The pphm gang can grow and run this? Low risk investment - not.

[BCS Paladin]

AVID is a NON ISSUE for our investment.

[Threes]

Agree AVID is swimming in a huge pool with tremendous upside.
Many drugs churn 100's of millions of dollars.
If PPHM lands one large customer they can bring 500 million in rev's with a single drug.

What we are not seeing is a draw down in employees and BOD compensation commensurate with the future for PS.