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Added to YB: 2024-10-10

Pitch date: 2024-10-10

CDMO [bullish]

Avid Bioservices, Inc.

+23.05%

current return

Author Info

Northeastern University Student Value Fund is the premier investment fund at Northeastern University. Visit their website.

Company Info

Avid Bioservices, Inc. operates as a contract development and manufacturing organization for the biotechnology and biopharmaceutical industries in the United States.

Market Cap

$798.9M

Pitch Price

$10.15

Price Target

29.27 (+134%)

Dividend

N/A

EV/EBITDA

-635.76

P/E

-5.22

EV/Sales

6.45

Sector

Biotechnology

Category

growth

Show full summary:
Long: Avid Bioservices, Inc. - Competitor Take-Out and Legislative Tailwinds Could Drive 70% Upside to 2027 Revenue Estimates

CDMO: Catalent takeover creates expansion opportunity for Halozyme production. BIOSECURE Act may boost domestic capacity. Late-stage pipeline up 150% in 3yrs, potential $100-200M/yr recurring revenue. Risks: Catalent continues independently, client drug failures. $29.27 PT, 183% upside.

Read full article (3 min)