Replies to post #332785 on Avid Bioservices Inc (CDMO)

[eb0783]

Agree.....as a reminder, from one of my posts after the ASM:

They completed 3 PPQs lately which are done during registrational trials as part of the FDA filing for commercial launch. IF/WHEN the approvals happen, the orders will roll and revenues fly. An interesting comment from the operations guy was that after approval, but before commercial launch, the customer will likely want a stockpile of their drug to ensure no hiccups during launch.

So Avid is locked into producing the drug when the FDA approves it. Moreover, imo, upon approval, we can assume major revenues from those drugs whether Avid announces those contracts sooner, later, or at all.