Posted On: 07/16/2014 1:33:54 PM
Post# of 30076
Re: BlackOutDonald #1992
BlackoutDonald: Yes, small Bio-med stocks like AMBS are very capable of dipping after big news, such as a Partnership, especially if all they have going are pre-clinical drugs.
Our saving grace, in my opinion, is that LymPro will be commercialized in the 4th quarter this year. That means we will have REVENUE in the first quarter of 2015 and it will increase every quarter thereafter....substantially!! Gerald will be giving us revenue guidance in the coming weeks that analysts will hold his feet to the fire with. If he gives us guidance that LymPro will yield 50 million in 2015 revenue, with 10 million going to our partner and 40 million coming to us, if you multiply that 40 million times a factor of10.... that gives you a market cap of 400 million in 2015 that the LymPro asset alone contributes to AMBS. With 800 million shares that represents .50 cents per share. Analysts will discount that value to give a net present value, which might be .15 or .20 cents.
So, after the good LymPro data is released on JulY 31 st, I wouldn't be surprised if it raised our pps to the .25 cent range. If Gerald gave the above revenue guidance I can see it raising our pps at least .10 to .15 cents more to the .35 to .40 cent range. And that is before the partner is announced. A good partnership could raise us further to .60 or .70 cents, or higher.
Important LymPro catalysts in the coming weeks:
1) LymPro data on July 31th,
2) Revenue Guidance from Gerald on LymPro,
3) Partnership announcement
Personally, I don't see how we can be lower than .40 cents by November 1st and I can see us as high as $1.00. And this is without any major MANF catalysts happening.
Our saving grace, in my opinion, is that LymPro will be commercialized in the 4th quarter this year. That means we will have REVENUE in the first quarter of 2015 and it will increase every quarter thereafter....substantially!! Gerald will be giving us revenue guidance in the coming weeks that analysts will hold his feet to the fire with. If he gives us guidance that LymPro will yield 50 million in 2015 revenue, with 10 million going to our partner and 40 million coming to us, if you multiply that 40 million times a factor of10.... that gives you a market cap of 400 million in 2015 that the LymPro asset alone contributes to AMBS. With 800 million shares that represents .50 cents per share. Analysts will discount that value to give a net present value, which might be .15 or .20 cents.
So, after the good LymPro data is released on JulY 31 st, I wouldn't be surprised if it raised our pps to the .25 cent range. If Gerald gave the above revenue guidance I can see it raising our pps at least .10 to .15 cents more to the .35 to .40 cent range. And that is before the partner is announced. A good partnership could raise us further to .60 or .70 cents, or higher.
Important LymPro catalysts in the coming weeks:
1) LymPro data on July 31th,
2) Revenue Guidance from Gerald on LymPro,
3) Partnership announcement
Personally, I don't see how we can be lower than .40 cents by November 1st and I can see us as high as $1.00. And this is without any major MANF catalysts happening.
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