Replies to post #330316 on Avid Bioservices Inc (CDMO)

[biopharm]

JDM, do you think Xencor and other Halozyme clients have the right to KNOW whom the manufacturing company would be for Halozyme deals?

Do you think Halozyme had some that also leaked their "undisclosed " client and they also had big pharma clients with undisclosed targets

It should be obvious that John Springs Stafford left Xencor for a reason and shows up on the front door to break up Peregrine BOD for some BOD members that would likely vote a certain way

Merck and Alexion and Xencor and the many key players from Frank Torti to Myrtle Potter on both sides will undoubtedly prove that PS Targeting has always been the driving factor in value

CDMO will be given its proper value but remember, CDMO is just to appease some higher level puzzle pieces that are trying, trying not to disrupt the Big Pharma cartel of players

Stafford just another puppet

A concerted effort by some like Graham Dukes or John Braithwaite will expose a grand theft of PS Targeting that almost happened

The many others that accepted $$$ thinking that things were sealed and safe likely have no idea how much bigger this story goes

Katie Couric will also think twice before falling for Merck types again after being used by Merck after news of their fraud

[eb0783]

Appreciate your view but I don't understand this logic at all;

CDMO mgmt wants to diversify client base to reduce risk which would put a limit on a client wanting to do biz

I don't see any impact to a customer's thinking about why they would not choose CDMO just because CDMO wants other customers also. EVERY company WANTS to diversify their client base. Moreover, Avid is not going to say "no, we don't want your business because you are giving us too much."

[purpledawgs]

Jake, how does this quote from Halo’s 2/21/19 10K affect CDMO?

“Product sales, net decreased in 2018 compared to 2017, primarily due to a decrease in the sales of bulk rHuPH20 to Roche and Baxalta, partially offset by an increase in sales of bulk rHuPH20 to Janssen. As previously anticipated, Roche and Baxalta are depleting their existing inventory of rHuPH20 ahead of planned transitions to new manufacturing facilities, which resulted in lower bulk rHuPH20 product sales during 2018.”

Are Roche and Baxalta going to manufacture rHuPH20 internally? Doesn’t that limit Avis’s piece of the manufacturing business?

PD