Replies to post #132380 on Avid Bioservices Inc (CDMO)

[patientlywaiting]

Thanks for that post!

[Seagull2]

Thanks FireFox

The company has upgraded their home page and it looks so much more professional than before. Since they already have collaborations (partnerships) with three companies (including Merck and Stason) a partner for Bavi and Cotara should be close at hand. After looking at the updated home page, I think that Merck may be the most likely partner for the upcoming Phase III trials. All the reason to buy more shares at these cheap prices.

ALL THE BEST
GULL

[bassman2012]

Great post FF. thanks as always for your dd. cheers and have a great weekend

[aikifredicist]

Yes these are excellent illustrations. However they do illustrate that Bavi is dependent on chemo or radiation. (Bavi is ineffective as a mono-therapy.) The present movement in research is to move beyond the nonselective radiation and chemo agents. It is not at all obvious to me that Bavi will play well with PD-1 or other downstream immuno-stimulative agents. I do hope the current pre-clinical work pans out but success is not assured no matter how hopeful SK was yesterday. I await the results with crossed fingers. And then of course we need confirmation in the clinic.

[eastcoastguy]

Thanks FF for breaking down the CC! No immediate movement but the use of the word "elegant" in referring to BAVI's activation of the immune system has our team charged up. We are hiring and the quiet confidence is telling.

Today's price decline was muted and probably the traders getting out after the runup to earnings.

First time in years we don't have a "going concern" label. Yeah!

Don't like the increased short position. They always seem to have the playbook.

Watch to see the institutional percentage go up to 30% and the short position come down before we see a breakout.

be well,
eastcoastguy