Replies to post #303547 on Avid Bioservices Inc (CDMO)

[sulaco]

Threes, I agree with you, but the BOD may indeed get an exosomes

deal done to save their necks.


Their gravy train is in danger. Do not underestimate their desire to keep it going.

An exosome deal will neuter Ronin, because it will support the R&D side. Then Ronin can have what is SAYS it wants i.e. AVID.

PPHM says its R&D costs will fall 40% in FY2018. That's a drop from $30 million to $18 million.

Remember, an animal backed into a corner bares its fangs.


Best,

Joe Six

[Protector]

Threes for ALL my PPHM scenarios there are grounds and indications.

Your "crow from the roof tops" is very probably the thing that is NOT possible till some signature or some non-disclosure release.

They have the BEST quarter since years (loses wise " -2.1 cent pre-split for comparison, -16 post split), they start Avid guidance at SAME point as past FY 50-55 Mil$ (and explained why the cautious entry point) with the mention that there are however OTHER customers that can make up and the signing of a new customer. This fiscal year they ALSO exceed the 55Mil$ max. they gave in the beginning of the year.

They moved forward on the Exosome kit and have good results (MSK confirmed) from PS-targeting.

And the splitting of both bussinesses, well we need more precise statement if that means:

A) split in two companies
OR
B) split business lines making PS-Targeting self supporting with Exosomes

Where is the BAD Q/CC, can someone explain that to my bird-size brain, because everything I write here can be checked in today's Q/CC PR.

There is ZERO STORY or INVENTED SCENARIO IN THERE.

here is the proof

And this 10-K confirms it

[realist1]

RE "IF they had a partner and an avenue for the Exosome kit or anything else they would crow from the roof tops. They have exactly what they revealed. nothing. "

Exactly. How many new catch phrases has team PP put out there to try and excite the long suffering shareholders?
I can't even remember them all.
But all of them either vanished into the black hole or went nowhere quarter after quarter after quarter. Now the newest worthless term is Exosomes.
It's accomplished the same thing as every other one. ZERO, zilch, nada.
It's how this useless team operates. It's an EXCUSE for MORE dilution.
Period, end of story. They keep they high priced accomplish nothing gigs and the shareholders have something new to dream about for the coming years.

Well, you can do that to the average Joe Retail, but Ronin is not one to suffer fools. The sword is sharp and heads will roll.
And thank the Gods I say!

[EndoTarget]

Threes. What if this invisible client is: Peregrine?

[patientsdeservebest]

the pattern is whatever the industry is headed to all of a sudden Bavi is there

first MOA for Bavi the same as anti VEGF and vascular inhibition bavi only

then Bavi as chemo adjunct

then Bavi with checkpoint inhibitors

now Bavi with exosomes ( a developing but unproven field)

check out the first 3 results 3 complete failures what do you think will happen to the exosome work?

heck I may have even missed an MOA or two

throw in the Bavi image project and Cotara and you have a bunch of zeros.

Now maybe spending less on R and D will be a good thing but it basically means PPHM is shut down.

Wait until the Ronin folks take over and start looking at what really has been going on over there.