Replies to post #133616 on Avid Bioservices Inc (CDMO)

[biopharm]

I have been following many oncology companies over the past ten years.... PCYC for instance .50/share what five years ago ..excellent data stock goes to 3/share ...partner goes to 6/share then just trades up a dollar or two a month as validation of science goes on finally 100/share as PCYC trades today.

MD, back to this healthy debate : )

First, (not for you MD... but just to repeat for anyone who may have not seen the new corporate fact sheet ) The anti-PS platform I see is more like Peregrine has the patented rights to Bavi... which is more like a direct pathway, unique from any other targeted therapy and will become historic within the oncology space because of its MOA-- as Peregrine now is focusing on these key terms:

"Upstream Immune Checkpoint" ... that they have seen works with several other "downstream" targets.

http://www.peregrineinc.com/images/stories/pdfs/corp_fact_sheet.pdf

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For these reasons, I can't possibly place Peregrine in the same league as PCYC (when they were at this smae stage)...they are well beyond their time and I'll say the time it took PCYC to go from $10 - $100 ... Peregrine will do in half the time (unless buyout)

Compared to last years on our run to $5+, this time around we know it works better than previously thought on "other" indications and we know there was very dark force behind us.. trying to hold us back for much longer than any of us think.

The Fargo like trials have been present... and I have never, ever seen this type of attack on a small biotech. These attacks have been constant and from many sides. I conclude that its because of one reason: Bavi and the anti-PS platform is much too valuable to be lost and anything will have been tried to stop them .. which it has!

I could be wrong and will leave that out there but I see too much value locked in place... "locked" as in a lid on our stock which is another type of sabotage.

Here is my final thought: The sabotage talk, that the FDA and many others don't want exposed... will go away "easier" with a buyout or very favorable terms.

You did state:

So lets get to 2/share then partner for 60-100M for oncology with milestone and X royalties and we will be 20/share in due time.. next spring?

Instead of $2 per share... I'll change that to $6-10, then we partner for oncology-- not for $60-100M upfront but with more like $300-500M -- and royalties/milestones..etc.

I will still keep those "stories of grandeur" thoughts close by.. only because I think Bavi and the anti-PS platform will be considered that good by several Big Pharma and a surprise buyout could be in play. A surprise buyout could even come from 2 bidders joining forces and splitting costs and profits.... something will be done, because if 1 Big Pharma has control of the entire anti-PS platform... it just may be game over for a few others along the way.

I'm sure the debate will continue.... and I like these types, rather than the debates of the past of some calling Bavi a placebo. : )

GLTA!

[porkchop11]

LOL...

Lets just get half of what volgoat predicts. What's that equate to, $158.23+?

Happy weekend All.

Imo.

Porkchop11 :0