Replies to post #40929 on Avid Bioservices Inc (CDMO)

[wxcbs]

Thanks Nuke, we're all day to day anyway.

[keep_trying]

Nuke, regarding your point about news providing cover for buyers establishing a position in PPHM, it gets a bit circular in logic when you consider that PPHM needs to release information that helps demonstrate to investors that the company is undervalued and that a higher pps is warranted. The pps needs to rise by about 30% and stay up long enough to reestablish NASDAQ compliance. If PPHM is delivering on their business plan, my view is that the company is indeed undervalued and a rise in pps is warranted. How much PPHM is undervalued is to be determined based on PPHM's presentation of their business plan accomplishments.

I found the information about the Avid positions and addition of a leading cancer expert to PPHM's science advisory group to be a big positive. The R&R conference presentation involves a PPHM live webcast, at which PPHM will have the opportunity to update the status of PPHM business plan accomplishments, which is another big positive. A nice feature of these webcasts is that they can be viewed for a few weeks after the presentation.

I don't see such news as "cover" for anything but rather it affirms to me that PPHM is attempting to educate investors about PPHM value so that the market can respond accordingly. The content of the Duke paper is an unknown but if it is confirmed that Duke researchers have been working with PPHM proprietary technology and are seeing promising results, that is a big positive for several reasons. Confirmation that Duke has been advancing science relevant for PPHM technology is good. Exhibiting the role and views of a respected scientist like Dr. Haynes is good. Particulars about how the PPHM technology is doing and prospects for further research is good. Filling in some of the blanks as to the role of PPHM technology in research like the TMTI Therapeutics Portfolio is good. I would be surprised if a Duke paper does a specific call out for PPHM prospects for developing Bavi, since that sort of view would not typically be expressed in a Journal like Nature. We shall see if the Duke article gets published in September, October or ?

Good luck with your PPHM investment.

Best wishes and IMO.
KT