Not sure everybody understood....
Post# of 30028
Posted On: 09/02/2014 9:06:36 AM
Hi,
This is my first post in this forum, although I've contributed to ymb and ihub but mostly through twitter. I've been in AMBS for more than a year and a half now, so I guess I can be considered a #long.
I'd like to give my opnion about today's announcements. First of all, Amarantus is now in a much better position than a year ago, access to cash through LPC, Lympro is much more advanced, Eltoprazine etc. But today's announcement looks to me like Gerald would want to go alone with Lympro. Although this could sounds like a great idea, maintaining all the IP for Lympro etc., if he wants to be trusted and really create shareholder value, I think he should do a real partnership with upfront cash + some cash based on milestones.
This is just my opinion, but to be honest I felt I little bit dissapointed when I read the press release and blog this morning. I was expecting more since Lympro is i) supposed to achieve +90% sensitivity and especificity and ii) is going to be a first in class test for Alzheimer's. I keep wondering why nobody is willing to pay for it if it is so good. Let's be realistic, a company with a net profit of +1B/year can afford paying 50, 100 or 150M for a first in class diagnostic test, so why it is not happening?
Re. my vote for the shareholder meeting, I will wait and see what Gerald has to say before Sep 22nd to decide if I vote yes or no.
Thanks
This is my first post in this forum, although I've contributed to ymb and ihub but mostly through twitter. I've been in AMBS for more than a year and a half now, so I guess I can be considered a #long.
I'd like to give my opnion about today's announcements. First of all, Amarantus is now in a much better position than a year ago, access to cash through LPC, Lympro is much more advanced, Eltoprazine etc. But today's announcement looks to me like Gerald would want to go alone with Lympro. Although this could sounds like a great idea, maintaining all the IP for Lympro etc., if he wants to be trusted and really create shareholder value, I think he should do a real partnership with upfront cash + some cash based on milestones.
This is just my opinion, but to be honest I felt I little bit dissapointed when I read the press release and blog this morning. I was expecting more since Lympro is i) supposed to achieve +90% sensitivity and especificity and ii) is going to be a first in class test for Alzheimer's. I keep wondering why nobody is willing to pay for it if it is so good. Let's be realistic, a company with a net profit of +1B/year can afford paying 50, 100 or 150M for a first in class diagnostic test, so why it is not happening?
Re. my vote for the shareholder meeting, I will wait and see what Gerald has to say before Sep 22nd to decide if I vote yes or no.
Thanks
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