Replies to post #302492 on Avid Bioservices Inc (CDMO)

[sulaco]

Jake, AZN most definitely has been underperforming

Precisely why it's a takeover target. Soriot realizes this more than anyone. He saw the writing on the wall and bolted.

The biggest shark out there that wants AZN is Pfizer. They've been after them for years.

If Pfizer (the largest Pharm in the world) lowers the boom on AZN, they'll get durvalumab. PPHM then becomes partners with PFE.

So does Soriot's departure thus mean anything for PPHM?

Uh, yeah.

If Pfizer gets an anti-PD1 Mab, start putting salt and pepper your shares. They're going to get eaten.

Best,

Joe Six Pack