Replies to post #48220 on Avid Bioservices Inc (CDMO)

[cheynew]

The market also seems to heavily discount our trials since they were done in Russia and India, plus small patient populations, plus no double-blind, etc, etc, etc. The next round of trials will be the key to driving value IMO. That plus AVID continuing on an upward trajectory.

[keep_trying]

Abe, there can be a lot of reasons why we are holding long on PPHM. Brilliance wasn't really in play for me, LOL! Rather, there are people that I care about that can really benefit from the treatments that PPHM is developing if they make it to market. Maybe there is brilliance in choosing a potential winner and implementing a cost averaging investment strategy? I hope PPHM makes all of its long investors look brilliant, regardless of what brought about their PPHM investment.

Best wishes and IMO.
KT

[jakedogman1]

For U Umass

See post 44608. Per Eli L 2008 annual report, $4.6 bil of the $6.5 bil imclone acq was for the pipeline mostly phase II stuff. Erbitux was valued at $1 bil and extensions to erbitux were valued at $1.3 bil. So the pipeline was the major part of the value. IMO PPHM pipeline was every bit as good as Imclone at the time.