Posted On: 11/10/2014 5:14:55 PM
Post# of 30066
I respect his opinion but agree that JN's '15 est. seems low. I just assumed he was being very conservative.
Napodano in a recent email:
My thought: if Amarantus publishes LP002 results in 2 medical journals by Feb/March and BP takes another 6 months to incorporate Lympro into their AZ trial design then the co. could see revenue from clinical trials starting Aug/Sept.
Napodano in a recent email:
Quote:
My estimate of $1M is what I think it will actually do in the first year of RUO sales.
Quote:
Solantey @Solantey · Aug 4
@JNapodano What is your estimate of the earliest that a C.L.I.A. cert. lab for LymPro with established protocol could be operating? 1Q2015?
Quote:
Jason Napodano, CFA @JNapodano · Aug 4
@solantey GC seems to think they can generate revs in the Q4 but I think that's aggressive. I would say 1H of 2015, and they will be small.
Quote:
Jason Napodano, CFA @JNapodano · Aug 5
@nomorefor @solantey The revenue opportunity for LymPro under CLIA is large but it will take 6+ months to get incorporated into protocols.
My thought: if Amarantus publishes LP002 results in 2 medical journals by Feb/March and BP takes another 6 months to incorporate Lympro into their AZ trial design then the co. could see revenue from clinical trials starting Aug/Sept.
(0)
(0)
