There are about 11 more trading days between now a
Post# of 30028
Posted On: 08/14/2014 2:36:07 PM
There are about 11 more trading days between now and Sept. 1st or 2nd when the CC is, where I assume Gerald will give us LymPro revenue guidance. He also told us we would be getting the LymPro partnership agreement by the end of summer.(End of August, or officially Sept. 20th) The LymPro "bridge data" could come out any time, as well.
AMBS' pps is pretty dependent on LymPro news. Why? Because LymPro news leads to revenue in a few months, which is what Wall Street cares about. They don't get off that much on pre-clincial stuff. So unless MANF delivers significant news (Partnerships, which are unlikely this year) it is not going to help us much. I know a lot of people think we are all about MANF, and we will be in a couple of years, but right now WE ARE ALL ABOUT LYMPRO!! No one knows what to make of Eltoprazine and management hasn't donw anything to change that. They could at some point, but haven't yet.
LymPro holds the key to our financial salvation in the next 6 months! If Gerald plays his cards right, LymPro alone could take us into the .30 to .60 cent range, where we could do a reasonable RS, up list, and away we'd go!
Does Gerald know how to play his cards right? Well, he has been successful in many areas with AMBS, especially advancing the science and assembling talent. Pardon me for another analogy, but he reminds me of a talented running back who can run, block, and catch the ball. He has it all. The only weakness, and I hate to even bring it up, because it's nit picking. He has a very slight tendency...to fumble the ball in the red zone!! On three occasions this year when the pps was gaining momentum around Conference times, once at .138 cents, once at.173 cents, & once at .193 cents, Gerald has made announcements that caused the pps ball to squirt out of his hands and tumble to the ground. As a result, we are trading at .10 cents, precariously!
But that is in the past, we've covered that and it isn't relevant now. Our expectations are focused on the CC and the shareholder meeting. I suspect we will experience a run....at some point soon.
My advice to Aimee, to give to Gerald, is to know what the expectations are that have been built up in the shareholders and manage them before you release news. If shareholders are expecting "bridge data" in the 90s for spec & sens, but the data is only in the high 80s....do some expectation damage control ahead of time. Or, if shareholders are expecting our LymPro Partner to be Johnson & Johnson and get 30 million from them up front in cash; do some expectation damage control if our CLIA partner is Acne Labs of Cleveland, and we're paying them instead of them paying us. You know? This is not rocket science. The stuff your scientists do curing diseases is what's like rocket science, not managing shareholder expectations.
Just have Aimee, AMBS' IR person, watch the message boards and keep abreast of what the expectations are so you can address them subtly in a tweet or blog or something - if you think they are out of line. That way you prevent massive sell offs and disillusioned shareholders.
We're in the 4th quarter and we're a little behind.We're backed up to our 20 yard line and have another 60 yards to go before we get into the red zone. OK Gerald, you've assembled a "dream team," now lets execute! This is the Super Bowl!!!
AMBS' pps is pretty dependent on LymPro news. Why? Because LymPro news leads to revenue in a few months, which is what Wall Street cares about. They don't get off that much on pre-clincial stuff. So unless MANF delivers significant news (Partnerships, which are unlikely this year) it is not going to help us much. I know a lot of people think we are all about MANF, and we will be in a couple of years, but right now WE ARE ALL ABOUT LYMPRO!! No one knows what to make of Eltoprazine and management hasn't donw anything to change that. They could at some point, but haven't yet.
LymPro holds the key to our financial salvation in the next 6 months! If Gerald plays his cards right, LymPro alone could take us into the .30 to .60 cent range, where we could do a reasonable RS, up list, and away we'd go!
Does Gerald know how to play his cards right? Well, he has been successful in many areas with AMBS, especially advancing the science and assembling talent. Pardon me for another analogy, but he reminds me of a talented running back who can run, block, and catch the ball. He has it all. The only weakness, and I hate to even bring it up, because it's nit picking. He has a very slight tendency...to fumble the ball in the red zone!! On three occasions this year when the pps was gaining momentum around Conference times, once at .138 cents, once at.173 cents, & once at .193 cents, Gerald has made announcements that caused the pps ball to squirt out of his hands and tumble to the ground. As a result, we are trading at .10 cents, precariously!
But that is in the past, we've covered that and it isn't relevant now. Our expectations are focused on the CC and the shareholder meeting. I suspect we will experience a run....at some point soon.
My advice to Aimee, to give to Gerald, is to know what the expectations are that have been built up in the shareholders and manage them before you release news. If shareholders are expecting "bridge data" in the 90s for spec & sens, but the data is only in the high 80s....do some expectation damage control ahead of time. Or, if shareholders are expecting our LymPro Partner to be Johnson & Johnson and get 30 million from them up front in cash; do some expectation damage control if our CLIA partner is Acne Labs of Cleveland, and we're paying them instead of them paying us. You know? This is not rocket science. The stuff your scientists do curing diseases is what's like rocket science, not managing shareholder expectations.
Just have Aimee, AMBS' IR person, watch the message boards and keep abreast of what the expectations are so you can address them subtly in a tweet or blog or something - if you think they are out of line. That way you prevent massive sell offs and disillusioned shareholders.
We're in the 4th quarter and we're a little behind.We're backed up to our 20 yard line and have another 60 yards to go before we get into the red zone. OK Gerald, you've assembled a "dream team," now lets execute! This is the Super Bowl!!!
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