Replies to post #339794 on Avid Bioservices Inc (CDMO)

[Preciouslife1]

GM-CSF is the key to stopping the cytokine storm. The data for patients with CRP<150mg/L and under 85 is still amazing. 2.96-fold efficacy is game-changing. The government is funding the ACTIV-5 trial for that reason. The EUA isn't coming in September but the writing was already on the wall for that. CAR-T is still there, too.

https://www.bbc.com/news/health-56352128

https://pubmed.ncbi.nlm.nih.gov/33692

FROM HGEN BOARD ..... IMHO, THE WHOLE SYSTEM, FDA, GOV'T, FAUCI, ALL CORRUPT!!

[peregr]

We have seen that CDMO has been relatively conservative in their financial projections. The Company is near capacity so it would seem reasonable that HGEN incremental revenue would be correlated to the facility expansion. By then, they will probably have their FDA issues sorted out. The science is there. Just like liabilities, the forecast needs to be estimable and probable to be included.

Plus, the forecast was flat from the prior quarter so I really doubt 3 months ago they were including anything from HGEN. That would have been highly speculative.

Could be wrong, but it would be good timing for the analysts to clarify when they put out their notes today.

Shorts are having a field day right now but this will flip with the proper communication.

CDMO had a good quarter.