Posted On: 08/25/2015 5:01:10 AM
Post# of 30034
Re: Jcrapadona #19878
AT the bottom of that SA article in the comments section in response to a view question this is what JN said:
Author’s reply » I like the individual products that Gerald has put together at AMBS, but as a whole company it is clearly not working.
I like eltoprazine, if it works it is worth $100 million post P2.
I like ESS, if it works it is worth $50 million and I have high confidence that it works.
I like MANF; but it is too early-stage to get terribly excited about at this stage.
I do not like LymPro or MSPrecise. I think AMDX needs to be sold / spun-out or whatever. I think it's a drag on the therapeutic division.
So the individual components of AMBS (the therapeutic side) are attractive, but the company does not have enough money to fund everything and the dilution is killing the story. I think Gerald may be brilliant, but I think he dug a hole too big to fill over the near-term. I think the rush to uplist was premature because they do not qualify as far as I can tell and the longer he keeps missing deadlines the angrier the shareholder base gets. I think people were happier when the stock was 6 cents because there was promise of bigger and better things. The uplist has clearly stalled and timelines have been pushed out. I don't know where they find the cash to move everything forward, and that's the issue overhanging the stock right now.
Author’s reply » I like the individual products that Gerald has put together at AMBS, but as a whole company it is clearly not working.
I like eltoprazine, if it works it is worth $100 million post P2.
I like ESS, if it works it is worth $50 million and I have high confidence that it works.
I like MANF; but it is too early-stage to get terribly excited about at this stage.
I do not like LymPro or MSPrecise. I think AMDX needs to be sold / spun-out or whatever. I think it's a drag on the therapeutic division.
So the individual components of AMBS (the therapeutic side) are attractive, but the company does not have enough money to fund everything and the dilution is killing the story. I think Gerald may be brilliant, but I think he dug a hole too big to fill over the near-term. I think the rush to uplist was premature because they do not qualify as far as I can tell and the longer he keeps missing deadlines the angrier the shareholder base gets. I think people were happier when the stock was 6 cents because there was promise of bigger and better things. The uplist has clearly stalled and timelines have been pushed out. I don't know where they find the cash to move everything forward, and that's the issue overhanging the stock right now.
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