Posted On: 09/10/2014 10:39:17 AM
Post# of 30032
I have always thought Gerald is a willing seller, whether for Lympro, diagnostic division, Phenoguard or even the whole company. IMHO, his strategy has been quite clear through his regular communication and that is to structure the company to maximise valuation of AMBS assets to possibly sell them off to prospective buyers. Gerald will sell if there is a willing buyer at the right price. And Gerald is seemingly a hard negotiator.
The price floor for Lympro will be Amyvid's acquisition price by LLY. Using Gerald's quote of a multiple to the sales for the 'right price', a 10 times of potential LDT market of $150m would imply Gerald is looking at maybe minimum $1.5b buyout price.
The most exciting part to me would be that on any day, Gerald may just announce a buyout deal surprise, whether for Lympro, whole diagnostic division, Phenoguard, MANF-DB rights, or even the whole AMBS. Many individual or combined asset possibilities and each can possibly command more than big >$1b buyout deal in its own right. I personally like these majestic opportunities and this business approach I assume Gerald is undertaking.
The price floor for Lympro will be Amyvid's acquisition price by LLY. Using Gerald's quote of a multiple to the sales for the 'right price', a 10 times of potential LDT market of $150m would imply Gerald is looking at maybe minimum $1.5b buyout price.
The most exciting part to me would be that on any day, Gerald may just announce a buyout deal surprise, whether for Lympro, whole diagnostic division, Phenoguard, MANF-DB rights, or even the whole AMBS. Many individual or combined asset possibilities and each can possibly command more than big >$1b buyout deal in its own right. I personally like these majestic opportunities and this business approach I assume Gerald is undertaking.
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