Replies to post #269779 on Avid Bioservices Inc (CDMO)

[Carboat]

Some of the bull statements:
- Trial did not fail Bavi performed as expected.
- bavi is simply moving to io as the market evolves very quickly. They are leaving chemo even though bavi works there.
- bb (futures)
- imaging (futures)
- trial partners moving forward towards starting new trials
- avid is growing

Reality:
- trial failed, stopped for futility, company stopped all bavi/chemo. No data provided after 6 months
- no trials, all early pre-clinical back to the beginning whether it's io, bb, imaging etc.
- they are paying these "partners" so a pretty low bar
- avid is a small manufacturer in a low-margin industry (like all manufacturing) due to its limited barrier to entry. And nothing is known of avid profitability just sales & gross profit.

[pili2016]

The realistic case is that PPHM is fast approaching break even and profitability status with Avid and reduced R&D expenses.......and PS targeting, IO, and anything that can be squeezed from Bavi will likely multiply the current market cap several fold for the patient value investors like myself.....have a great week....

[bidrite]

What is the bull case for pphm at this point

According to some on this board failing Sunrise was a good thing because we will get to market sooner, R/S split doesn't hurt shareholders although we do need send a letter of warning to those who are supposed to be protecting shareholders, we are filing a BLA for Bavi to be used in conjunction with chemo even though all chemo trials have been halted, I/O combo trials have been secretly running in the background, and PPHM is connected to every single person who works for a BP anywhere in the world. I think that pretty much sums up the bull case.

<disclosure> with my recent buy at $0.37 I now own more shares than ever before.