Replies to post #130513 on Avid Bioservices Inc (CDMO)

[geocappy1]

Thanks Endoc. My guess is they know something is not right with the control group. Not necessarily in the drugs being tainted this time but maybe something else. No benefit to them or FDA in openly discussing the issue in public following the other trial des repent. Maybe they have devised an alternative plan.

[cjgaddy]

Entdoc, re: ”Thank God for Avid”, the Piper Jaffray 6-28-13 PPHM update predicts Avid Revs for FY’13 (fye 4-30-13) at $22mm [Q4=$4.8mm], FY’14(fye 4-30-14)=$29mm, and FY’15(fye 4-30-15)=$36mm, with GM%’s running at about 41%, giving Avid Gross Profit estimates of $11.9mm & $14.7mm for FY14 & FY15.

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Piper Jaffray/Charles Duncan - init. 3-5-13 OverWgt/PT=$2.50, AACR'13 upd. 4-10-13: http://tinyurl.com/n8z7wy7 , 6-28-13 upd: http://tinyurl.com/owsjqzt
. . .P.Jaffray Research: http://www.piperjaffray.com/3col.aspx?id=103

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3-12-13: PPHM's Revs & Burns By Qtr Table, FY'07/Q1 thru FY'13/Q3 (q/e 1-31-13): http://tinyurl.com/c48osut
10-30-12: Avid Q2'FY13 GP=$2.4mm; S.King 3-2012, "We have a profitable CMO, Avid Bioservices" http://tinyurl.com/d2s8bn6