Replies to post #322573 on Avid Bioservices Inc (CDMO)

[biopharm]

If Roche gets the IP without paying fair price ..then it makes perfect sense that very possibly, Roche GUARANTEES big premium contract that makes BODs at Avid look good

....with some help to get Roche PS Targeting ( but this only would have legs if there was no competitive bid and Roche ends up the goods

Certified letters will certainly put some pressure on

Calico....Parker....time is running out

[geocappy1]

Are you sure they have potential EBITDA of 100M or potential Revenue of 100M? There is a difference.

[peregr]

Joe-any thoughts, once financing is in place, how long it would take to get up to the 9, 2000 liter capacity?

[patientlywaiting]

"That's 2 Billion right there and gives a share price of $44."

If that were true then the SP should be $20 right now with projections of $50M, yet here we sit at $3.81.

SP is controlled by hedge funds, traders, shorts also known as the stock market. They determine what our share price is and Avid doesn't stand a chance if some BP decides to screw with it (ie. Roche).

Could be why we need an extra $81M worth of ATM shares which would be left after the $41M to buy back the preferred ASSUMING that's what they are going to do with it.

[purpledawgs]

Joe,

I believe we currently have a negative EBITDA. Once they stop R&D expenses, we should move quickly to a positive number I would think.

IMO

PD

[biopharm]

Lias' presentation can calm the Ronin-bears


20x EBITDA? And projected Avid earnings $100 million? Whoa.
That's 2 Billion right there and gives a share price of $44.
Not "astronomical", but likely to turn a few frowns into smiles.

Lias' slide #4 states sale of IP offers "potential upside for stockholders."
....
....

I was thinking more and more about this post Sulaco and the one very big question that will determine if we have a majority on BODs of puppets or a majority that will maximize shareholder value on any buyout,

My point is will AVID extract maximum value for us when we move from $100M to $200M in revenue and more importantly what will go public regarding PS Targeting IP etc between the timeline of $100M revs leading to $200M revs

Will some want this sold before we know much more about why PS Targeting IP had been sabotaged way back in Fargo ND with CEO of CSM Gerald Finken at the helm and all court records sealed from the public