#C4CT, KOLs, & Revenue Guidance: In Gerald's b
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In Gerald's blog he again referred to the KOLs (Key Opinion Leaders) in the AD industry that were impressed by the LymPro data presented at the #C4CT Conference. Even though we shareholders may have misinterpreted the data, the scientists present....did not misinterpret it. Milestone accomplished!
All the way back to when I spoke with Gerald in Las Vegas in September 2013, he told me having an accurate blood test wasn't enough to become the "industry standard." What was needed was having the right people on your team that can persuade the KOLs in the AD to switch over to LymPro from other tests being used. Gerald was confident he had the right people, and he continues to add to his impressive team of diagnostic specialists.
When LymPro data comes out in the coming weeks and months with mid 90s sens & spec numbers, and it is less invasive and less expensive than amivid (Eli Lilly's test), the pharmas doing AD clinical trials will move in droves to LymPro! The two conferences in July may not have impressed the low scientific IQ traders who speculate on AMBS, but it got to and impressed the KOLs needed for LymPro to become the industry standard. It is ironic that there is such a gap between what has really happened at the two conferences and what shareholders perceive happened. These two conferences were about deep and powerful science, not sound bites prepared for low IQ traders.
By the time LymPro completes it's testing and it proves it is by far more accurate than amivid, (sp?) LymPro will almost instantly become the lead diagnostic test for AD clinical trials. Gerald knows what he is doing. He is on track. The IQ gap causing the discrepancy between LymPro's real value and the value the market is currently giving it will soon disappear. Gerald's revenue guidance in a week or so is going to be really interesting.