AVID BIOSERVICES INC CDMO

March 28, 2018 - 11:44am EST by

member

						2018	2019
Price:		2.51		EPS		-.71	-.05
Shares Out. (in M):		56		P/E		NM	NM
Market Cap (in $M):		139		P/FCF		NM	NM
Net Debt (in $M):		-9		EBIT		-30	2
TEV (in $M):		131		TEV/EBIT		NM	NM

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#	AUTHOR DATE SUBJECT
17	member 12/11/18 12:31PM Re: Re: Re: Author Exit Recommendation 16
congrats on a nice exit - looks like you just about top ticked your sales. that being said, the stock has gotten creamed since your sale, and based on commentary on yesterday's call about RFPs doubling... login to read the rest 1 view available tags
15	member 9/05/18 12:35PM Re: Author Exit Recommendation 14
Any particular reason why now? view available tags
12	member 7/18/18 11:39AM Re: Re: Thoughts on earnings? 11
Connecting the dots on CHRS (i.e., Avid's continued discussion of a customer with a regulatory delay in filings its BLA)...I think CDMO is doing the manufacturing for the biosimilar for Humira. There will be other... login to read the rest 2 view available tags
11	member 7/17/18 6:58PM Re: Thoughts on earnings? 10
Thanks! I thought it was a good quarter with good guidance and a generally upbeat tone from management. There were a lot of interesting bits of info on the business. The 10K is worth going through... login to read the rest view available tags
10	member 7/17/18 12:19PM Thoughts on earnings?
Any thoughts on the recent print? Congrats on the idea working out so far. 2 view available tags
9	member 5/11/18 7:18PM Re: Re: Feedback on the short idea? 8
Thx! view available tags
6	member 4/24/18 5:31PM New Customer Win Announcement
http://ir.avidbio.com/releasedetail.cfm?releaseid=1064742 Looks like they've signed 4 new customers YTD. Mgmt. notes that how many they signed for the entirety of 2017. Seems like the new sales team hires are paying off. view available tags
4	member 4/10/18 8:21AM do general market dynamics apply to Avid?
I'm new to the industry and would appreciate your answer on a few initial questions: Do you see any reasons why the general market dynamics you described, growing demand and limited capacity, would not (or less)... login to read the rest 2 view available tags
2	member 3/30/18 6:19PM Customer pipeline analysis?
Any way you can think of to best estimate number of potential candidates that will be needing a CDMO service soon? view available tags

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