Replies to post #345777 on Avid Bioservices Inc (CDMO)

[EndoTarget]

West, TCLN/PPHM/CDMO has been a trader dream.

This is a real company, very predictible. We now have a 400-500M/yr capacity with margin from 7 to 35%. Do the maths.

This capacity is FDA/GMP certified.

It is not an easy market to get in. Moat wise.

63Mx15 is just under 1B.