Latest posts by watsonhelper on Yahoo board:
http://finance.yahoo.com/mbview/userview/?&am...a&f=0#
Quote:watsonhelper • 15 hours ago
Jeg: That's honestly a legit question, fundamentally it seems like he's rolling out caution tape. Here's why, he needs a partner to market and execute Lympro strategy. They do not have the cash, they can conjure it up from various places, but we all know what that means, the D word. He's in a position before launching Lympro, he must announce a partner. This is all fine, it's part of the process I spoke of a week or so ago. He is balancing strength vs what a pharma see's as weakness being so small. It's a push and pull match for literally every dollar. In my past, I will tell you that these can drag on for months with no resolution. The problem he has, he can't wait months. He will have to give in to someone soon and take the best offer. It will all be fine, the question remains, how much, how delivered and when do revenues move in. I can't see him going into 2015 under any circumstances, the company would fail and they would burn cash and dilute so bad it would cause a RS strategy to crash. He knows he has to move and I would argue they are in the fine print now and the probably, possibly, preparing comments all go away. After-all, it's Gerald's job to be enthusiastic, isn't it? It's also his job to keep caution tape up.
Quote:watsonhelper • 12 hours ago
terry: Let's say Becton plays the theory you're presenting, and it's completely real -
.....Gerald says screw off and gets Dominion to funnel cash as primary backer on project and signs exclusivity with Quest and Labcorp to finance operation with kick back money.
.....Gerald goes to Johnson and Johnson and says he'll take their 75m against Becton's 125m with a different package on licensing and royalties in the US vs overseas.
.....Gerald has no competition, Amyvid cannot perform at same cost and CMS will never cover, therefore Lympro remains the gold standard if it scores over 80, which is did and it will. What pharma wouldn't want to be first?
The real question here remains, "why the delay". We all feel comfortable there's a partner, Gerald alludes to it, Becton has already stepped in on this in a huge way. The bottom line comes down to fine print. My guess is that someone is trying to upsell Gerald over a Becton per se and offer more money and there is a peeing match going on. Just a guess, but a legit one in spite of the fact that Quest and Becton already showed sponsorship and interest at conferences on driving this forward. I don't think anything changed fundamentally. Hope that helps, just saying he has a LOT of options.
Quote:watsonhelper • 12 hours ago
jeg: All speculation, when I don't attend as many meetings or have direct conversations, I am more limited to the rumor mill or pure speculation. I have tapered thoughts way back after Gerald started shifting gears this summer. I know there was hostile interest in Lympro months back, several players wanted it and several wanted to get it going fast. Gerald has some people step in and halt everything knowing they weren't capturing the correct valuation. Smart move, hence the wait and change in how specs are looked at. A large player wants some further specs published to get them over the hurdle, the hurdle is more money. It's easier to send a price to your BOD, board of directors if you have the best data possible on all accounts. Mergers and acquisitions strictly finds the deal and the BOD will fight to determine valuation and sometimes sit for months to see how the market reacts to partner talks and news. The CC or how Gerald takes his next steps don't really matter. The uplisting and valuation will all be very clear once a partner steps in and drops a lot of money. The current pps will almost become a joke because it will be too late to have got in and no one will want to sell once they start to see what unfolds. Gerald is seeking the perfect timing to cascade all and set up a large jump to move the MANF platform. It's all calculated, the partner may be holding up to take an interest in MANF, too. I know Novartis was in this realm before and didn't have a lot of interest in Lympro. That may have changed since they want MANF so badly. We're down to the wire, Gerald has to act soon. Failure to do so will alienate his core investors and cause severe issues going forward with trust. He knows this, he won't let you down or anyone invested long.
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