Posted On: 01/16/2015 1:42:39 AM
Post# of 30035
I am disoriented right now. I am still having a hard time wrapping my mind around what has happened recently. (ESS, Diogenix, Georgetown, etc) I do not know how fast revenues from the MS diagnostic will come in, nor from Lympro.
My assumption is that now that Gerald has the Georgetown deal sown up, he may start speaking more freely about Lympro revenues in 2015. Up until now it would have been counterproductive for him to do that while negotiations with Georgetown were going on.
Without any revenue guidance from Gerald, I would have to give 90 million in market cap to the MS and Lympro diagnostics based on the fact they're about to bring in revenue. I'd adjust that upward once more specific revenue guidance is given. So, I believe we should be at .10 cents at least just from these two diagnostics. They are capable of going up rapidly.
Next big contributor right now I'd say is Eltoprazine. Assuming it starts in the next 2 months and gets a nice grant from MJFF, I'd say it adds another 90 million, at least. That's another .10 cents. (Once it starts) Right now maybe only half that, 45 million or .05 cents.
Next contributor is a combination of ESS, MANF, and Phenoguard, which I'd say should account today for another 45 million or .05 cents.
So I think today we should be trading at .20 cents, based on a current market cap of 180 million and 900 million to one billion outstanding shares. But these numbers should go up very quickly in the next 2 months as clinical trials start and as revenue gets generated.
I still believe news about revenue from Lympro and the MS diagnostic is what will spark the stock price.
There may be a possibility Gerald "monetizes" Lympro somehow soon, but that's a wild card.
I think Cavendish will play a role in Lympro's CLIA rollout in a couple of months.
We should be at .20 cents today, and I think we should be at .50 cents to 1.00 dollar a year from now. (Pre-RS)
My assumption is that now that Gerald has the Georgetown deal sown up, he may start speaking more freely about Lympro revenues in 2015. Up until now it would have been counterproductive for him to do that while negotiations with Georgetown were going on.
Without any revenue guidance from Gerald, I would have to give 90 million in market cap to the MS and Lympro diagnostics based on the fact they're about to bring in revenue. I'd adjust that upward once more specific revenue guidance is given. So, I believe we should be at .10 cents at least just from these two diagnostics. They are capable of going up rapidly.
Next big contributor right now I'd say is Eltoprazine. Assuming it starts in the next 2 months and gets a nice grant from MJFF, I'd say it adds another 90 million, at least. That's another .10 cents. (Once it starts) Right now maybe only half that, 45 million or .05 cents.
Next contributor is a combination of ESS, MANF, and Phenoguard, which I'd say should account today for another 45 million or .05 cents.
So I think today we should be trading at .20 cents, based on a current market cap of 180 million and 900 million to one billion outstanding shares. But these numbers should go up very quickly in the next 2 months as clinical trials start and as revenue gets generated.
I still believe news about revenue from Lympro and the MS diagnostic is what will spark the stock price.
There may be a possibility Gerald "monetizes" Lympro somehow soon, but that's a wild card.
I think Cavendish will play a role in Lympro's CLIA rollout in a couple of months.
We should be at .20 cents today, and I think we should be at .50 cents to 1.00 dollar a year from now. (Pre-RS)
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