Replies to post #330582 on Avid Bioservices Inc (CDMO)

[jakedogman1]

We don't know the current status and they are in no hurry to disclose...

Keep in mind Avid is at the mercy of clients as to when to disclose...

Halo could be a big slice with both Roche and Janssen... daratumumab sc is a lock for approval and therefore manuf biz and the sc formulation should take a big part of the $3 to $4 bil in sales... that won't happen until fourth qtr which is Avid's third FY qtr... and we don't know how much if any Avid gets of that biz.... On last cc, Lias said they were doing process valid for halo biz outside of roche...

And mgmt prob gets options between now and before mid july cc...