Wernaa, if the company explains that a big customer has re-scheduled its orders and another has delays with the FDA that MIGHT (not sure but according to them sharehoders must include the possibility in their investment decisions) then why would I say anything else.
I have repeated what PPHM advertised, sustained profitability as of JUN 2018. The record Avid year, the exosome advancement reported and the new CDMO services that are ready now and being in last evaluation makes me think they could still make the profit.
But in the CURRENT HOSTILE CLIMATE and some parties artificially keeping class actions in the air, PPHM plays it saves and says it might break even. But they DO NOT SAY they CANNOT become profitable, they say that the rescheduling MIGHT reschedule the profitability ALSO (MIGHT).
They gave an initial 50-55Mil$ guideline and that is the same as the year before. After 5 record revenue years I have no problem that have a flat year but I am yet not convince they might not make that profit. It will all depend on customers and their success.
That is how biosimilar business works. But with the big back orders and 30+Mil in inventory and 47Mil$ cash on the bank and ZERO CREDITORS (owning pipeline and IP unencumbered), R&D spending down big time and KOLs and Institutions such as Memorial Sloan Kettering, Moffit, Wistar, etc behind PS-Targeting I am really not worried. PPHM was in MUCH WORSE conditions before with loans, no or almost no own revenue from Avid, no collaborations and no recognition of PS-targeting.
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