Replies to post #276296 on Avid Bioservices Inc (CDMO)

[Carboat]

Do a deal up front for enough cash to be serious and pay for early phase trial controlled by pphm (lots of them).

It would seem safe to assume they would do a deal if they could. There is no reason to believe anyone wants to partner with Bavi. The failed trials, no proof of efficacy, constantly changing targets and approaches. Not to mention the sleazy bod and weak pphm mgmt - who would risk their reputation here.

[jakedogman1]

on same page but they can't do the trials... any future trials will be with a pd1 component... the big boys are fighting for patients... doctors won't go near pphm with choices like merck, roche, bms, azn to pick from... no way pphm does trials... sk is delusional or irresponsible if he thinks or says that...

a decent upfront will fund a bunch of avid's with geographic coverage... if they don't stabilize company there is no way avid can expand... landlords will not lease to special use (high tenant finish and specialty needs/power/parking etc) without financial stability... if they can't figure that out there is a problem...

the better/newer building are usually owned by institutional funds/reits...they do a serious credit evaluation... no way pphm would be approved with nasdaq issue and going concern (which is coming if they don't act before fy end april)... and smaller owners won't take the risk of a marginal credit

and if they dilute big time they run the risk of another shareholder suit (or expanded existing one which is active) when other options are available... and worsley knows what options are out there... you can't say great value(astronomical) and great partner interest for five plus years and not have a clue of what you have...

sk is in a corner but there are decent ways out..

[biopharm]

Geo ... they are on their way to astronomical.

Biomarkers are gold and remember, Peregrine has not told us everything yet. What other biomarkers will change along with ...B2GP1? Peregrine discloses what they must and in just enough light ....and the finer details for partnering talks.

The only way to ignite ALL protein pathway changes ...is via PS Targeting and Sunrise is the perfect opportunity to look and compare and analyze.

FDA trials will be shorter, faster and scientifically proven based on blood work.....Big Pharma knows and so does Peregrine and so does Garnick.

Funny how another diversion of the past was to give one liners of "Garnick is gone" and now everyone just seen with their own eyes that Garnick has always been there and Garnick is not stopping any PS Targeting, rather fine tuning it based on biomarkers to shorten trials.

NO ONE has seen the patent they just filed or the CTO ....yet diversion posts pop up pretty much saying it is ok to feel bad and ok to sell.

Don't feel bad and as for some controlling interest....I am sure they would not mind some selling due to it being so dark before the Sunrise.

[wwtmm]

I still can't get it out of my head that perhaps they still want to go it alone. Not feeling to good after 16 plus years.