Posted On: 09/08/2014 10:30:58 AM
Post# of 30066
I understand your concern about my concerns. As the realization of our master service agreement with ICON instead of a JV Partnership sets in, it has caused me to significantly lower my short term expectations on pps.
I believe we will commercialize LymPro and start generating revenues by Jan 2015, but they will be modest the first 6 to 9 months. It is during that time period that I am concerned about potential dilution. I am not expecting MANF orphan news will pop the pps very much. And a partnership on a MANF indication may not come until after we complete some human trials, which will not be for another 1.5 to 2 years.
Maybe Gerald will surprise us in the next 14 days with some surprise catalysts that will make me look stupid. I'd welcome that! I am stupid....like a fox.
I believe we will commercialize LymPro and start generating revenues by Jan 2015, but they will be modest the first 6 to 9 months. It is during that time period that I am concerned about potential dilution. I am not expecting MANF orphan news will pop the pps very much. And a partnership on a MANF indication may not come until after we complete some human trials, which will not be for another 1.5 to 2 years.
Maybe Gerald will surprise us in the next 14 days with some surprise catalysts that will make me look stupid. I'd welcome that! I am stupid....like a fox.
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