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Apr 30, 2023

Avid Bioservices Q4 2023 Earnings Report

Avid Bioservices reported record-high revenue for the fourth quarter and full year, along with a record-high backlog.

Key Takeaways

Avid Bioservices reported record-high revenue for both the fourth quarter and the full fiscal year, driven by strong business development and operational execution. The company signed $55 million in net new business orders, resulting in a record-high backlog of $191 million. Revenue guidance for fiscal year 2024 is between $145 million and $165 million.

Recorded highest single quarter revenue.

Achieved highest annual revenue.

Ended the year with the largest backlog to date.

Signed $55 million in net new business orders, resulting in a record-high backlog of $191 million.

Total Revenue
$39.8M
Previous year: $31.2M
+27.5%
EPS
$0.05
Previous year: $0.01
+400.0%
Cash and Equivalents
$26.3M
Previous year: $126M
-79.1%
Total Assets
$332M
Previous year: $430M
-22.9%

Avid Bioservices

Avid Bioservices

Forward Guidance

The company feels compelled to broaden their revenue guidance for fiscal year 2024 to between $145 million to $165 million.

Positive Outlook

  • Strong backlog
  • Mature pipeline
  • Industry’s focus on late-phase and commercial projects should benefit Avid’s long-term growth prospects
  • Extensive experience manufacturing approved biologics
  • Contribution made to backlog by late phase projects (defined as Phase III and PPQ campaigns) increasing by 34% in fiscal 2023 over the prior fiscal year

Challenges Ahead

  • Challenging macro-economic conditions
  • Impact on the biotech sector
  • Risk of delays in engaging new customers
  • Risk of unsuccessful execution of customer projects
  • Risk that changing economic conditions may delay or adversely impact backlog realization