is J&J bullying AMBS? ...with the recently unex
Post# of 30066
Posted On: 08/18/2014 6:30:57 PM
is J&J bullying AMBS?
...with the recently unexpected and somewhat abrupt move out from Janssen Labs, SF - I'm wondering if it is predicated on a potential hostile threat:
Watsonhelper on Yahoo:
...with the recently unexpected and somewhat abrupt move out from Janssen Labs, SF - I'm wondering if it is predicated on a potential hostile threat:
Watsonhelper on Yahoo:
Quote:
Why the wait....
Generally, there's only one reason any company would mirror what Amarantus is doing at this point. It's strictly partnership. He is shoring up all affairs, hiring, testing, board votes, etc., it all points to one thing.
Lympro has to meet specific needs for a partner to buy in at the price they want. As part of a negotiation, AMBS is fighting by threatening RS notions, board votes to show partner they can go it alone and other strategic moves otherwise to dilute and leverage more shares to a controlling Dominion.
I believe the partner in question is getting hostile based on the moves happening, he is publicly biting back. There's a lot of correlations to make that point with Gerald changing stuff and adding more tests/corrections and more time. The FDA could are less, it's ALZ, they will approve Lympro without question and CMS will have no issues as it stands today. I also believe that someone larger came into the picture and pushed things up a notch.
None of this is bad, recognizing value is a challenging game in this arena. Think about what this is capable of fetching, even worst case scenario. The likelihood of a RS is very doubtful if they even catch a fragment of its valuation. Issuing more shares gives what to whom? Leverage...his threat to dilute to gain capital isn't about dilution, it's rather more closely synced with leverage. Hostile partners bring a lot of control over AMBS, don't think for a moment someone will come in and just give 200m without conditions. Everything he is doing is correct and strategic in nature to protect you, and what they have built.
Patience pays off in more ways than one. If he moves forward where I believe he is, this company will move mountains in speed of execution with MANF. The prospective partner has to move, he won't wait, his strategy can't allow it. I believe it all comes to a boiling point by September. BD is my 1st partner of choice, Novartis is #2 in the fight, just my opinion for the record.
Part 2:
Meant to add, why Novartis, strictly MANF. They will pay more for Lympro to gain access to controlling position on what MANF does for them in the field of Diabetes. Not saying he'll choose this route, but it's enticing from a capital stance and with Novartis' rich history of wanting MANF. Nothing worse than waiting for an incubator to get the credit it deserves. Soluble MANF has shown them a piece of the puzzle and why the need it. If you haven't looked up Soluble MANF, take a second and Google it.
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