Posted On: 10/14/2014 10:38:07 AM
Post# of 30038
Re: brickbybrick #8641
It's funny, I'm not worried about a large RS. If LymPro is the real deal and pharmas doing AD trials are giving Gerald the green light that they want to use it as soon as it is ready....then none of today's manipulation matters. The pps will explode once we launch Lympro in December and beyond. With LymPro revenue going up, I don't care if the RS is 1:40.
Gerald and his team should know how pharmas doing AD trials are responding to LymPro's data. IMHO, that inside knowledge means everything right now. It is what is guiding Gerald's decision making. If he knows pharmas are lining up for Lympro he can remain calm through this storm.
Unfortunately, we don't have that inside knowledge. But from the data presented last week, LymPro seems to be very strong, and much cheaper than amivid as a screening tool.
Folks...this is the issue at the center of it all: if LymPro is the real deal, we're good. If it isn't, if Gerald isn't getting that great a response from AD trial pharmas....then we're in trouble. Based on how Gerald and team acted at the shareholder meeting, I think he thinks he is getting the green light from pharmas on LymPro. I doubt Joe Rubenfeld would have said "we're launching a diagnostic in four months. We're there," if the company was not getting positive feedback on the Lympro data.
This is a dark day, but there is light at the end of the tunnel.
Gerald and his team should know how pharmas doing AD trials are responding to LymPro's data. IMHO, that inside knowledge means everything right now. It is what is guiding Gerald's decision making. If he knows pharmas are lining up for Lympro he can remain calm through this storm.
Unfortunately, we don't have that inside knowledge. But from the data presented last week, LymPro seems to be very strong, and much cheaper than amivid as a screening tool.
Folks...this is the issue at the center of it all: if LymPro is the real deal, we're good. If it isn't, if Gerald isn't getting that great a response from AD trial pharmas....then we're in trouble. Based on how Gerald and team acted at the shareholder meeting, I think he thinks he is getting the green light from pharmas on LymPro. I doubt Joe Rubenfeld would have said "we're launching a diagnostic in four months. We're there," if the company was not getting positive feedback on the Lympro data.
This is a dark day, but there is light at the end of the tunnel.
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