Replies to post #16483 on Avid Bioservices Inc (CDMO)

[jakedogman1]

If the results are that great, they can sell the company. And if they want more shares, show us how they create shareholder value with what they got. Problem is mgmt has lost credibility and it's there job to regain confidence. A $.57 per share price doesn't do it for me. How bout you?

[realist1]

SP RE "If the company has great PH2 results but BP or BB does not negotiate in good faith "

No worries, if PPHM has great phase 2 results, there'd be a bidding war for PPHM, not just one BP low ball offer. Do you think other BP's would let one of their competitors steal away PPHM if bavi was what you hope? Not a chance.

No sir, NO MORE SHARES - long past time for SK and crew to put up or shut up.

As for who is doing the selling? Always the "smart money",
that should be obvious by now.

[nh]

Ok, let's compare PPHM and ALNY, since you want to continue this conversation. They're sort of in the same space, different technologies tackling some similar disease processes / targets. I'm not trying to pump ALNY, only trying to make a point. I do not own ALNY. I would like very much to see PPHM's technogy suceed and am a long term investor.

Here's a recent quote from a PR:
"In July, the company said Switzerland-based Roche licensed rights to Alnylam's gene-silencing technology. Roche is required to make aggregate payments to Alnylam of about $331 million including an upfront cash payment within 10 days of the closing. The Roche Venture Fund also bought about $42.5 million in Alnylam common stock"

In fact, just follow this link to see headlines of some of the deals they've made.

http://finance.yahoo.com/q/h?s=ALNY&t=2007-08-09T16:58:34-04:00

Now, ALNY hasn't issued new shares in quite some time (I can't remember the last time, sorry). Here are some statistics:
Shares Outstanding: 37.69M
Float: 31.74M
% Held by Insiders: 0.01%
% Held by Institutions: 51.50%

I don't think we have to give away the farm, we just have to demonstrate the value of the technology, good stewardship of money, and good stewardship of the technology. I believe we are demonstrating the first one, it's the last two that are troubling. Many people do not know how to manage money well and until they need to learn how, they don't.