chris: For a couple of months I have posted regula
Post# of 30028
Posted On: 09/08/2014 9:54:09 AM
chris: For a couple of months I have posted regularly about 3 LymPro catalysts that were to happen in September, which I was counting on to boost the pps:
1) LymPro Revenue Guidance
2) LymPro Bridge Data
3) LymPro Partnership Announcement
Because the "bridge data" is focusing more on univariant accuracy that multivariant, we are not getting those sens & spec numbers in the 90s that most shareholders have come to expect. This is a shame, because the univariant CD 19 accuracy of 80% on a stand alone basis is really really good. But I don't believe this data will excite the shareholders any better now than it did at the July Conferences. Gerald went into great detail in the CC talking about this, which was great. But I don't think most shareholders will get excited until the 12 week validation study is completed by ICON in early December. That will give the multivariant sens & spec numbers in the 90s everyone has been waiting for. But that is 3 months off and will not lift the pps in the near future.
The revenue guidance was good, but very vague and did not raise the pps.
And instead of a JV Partner for LymPro we got a master service agreement with ICON that moves the ball down the field, but did not raise the pps as a JV partnership with up front money would have.
As a result of these 3 catalysts not moving the pps as much as I'd hoped, I am more concerned about tapping into the LPC money to fund our operations, such as the Eltoprazine Trial. If we have to tap into the LPC money at .11 to .15 cents, there will be far more dilution than any of us had thought possible. We were hoping our pps would be well above .20 to .30 cents before we tapped into that.
Perhaps Gerald has some significant pps moving catalysts coming in the next 14 days before the shareholder meeting and vote to grant a billion additional authorized shares. If the pps significantly raises, I wouldn't mind voting for the increase in shares. But if our pps remains down below .13 cents I am afraid the additional shares means major future dilution. If we don't get grants and partnerships with up front money, the only way Gerald can keep growing the company is to dilute. I am concerned about that.
Frankly, I was expecting a Lympro partnership and a few grants by now. They haven't materialized yet. Until they do, I'd prefer to not go down the road of dilution.
This is no soft bash. This is a long looking out for his family's 1.1 million shares. If Gerald makes a fool of me in the next two weeks with blockbuster catalyst that raise our pps above .20 cents....you know I will be the first to post how stupid I am. But until that happens, Gerald needs to know that many longs are concerned about growing the company through dilution instead of grants and partnership money.
1) LymPro Revenue Guidance
2) LymPro Bridge Data
3) LymPro Partnership Announcement
Because the "bridge data" is focusing more on univariant accuracy that multivariant, we are not getting those sens & spec numbers in the 90s that most shareholders have come to expect. This is a shame, because the univariant CD 19 accuracy of 80% on a stand alone basis is really really good. But I don't believe this data will excite the shareholders any better now than it did at the July Conferences. Gerald went into great detail in the CC talking about this, which was great. But I don't think most shareholders will get excited until the 12 week validation study is completed by ICON in early December. That will give the multivariant sens & spec numbers in the 90s everyone has been waiting for. But that is 3 months off and will not lift the pps in the near future.
The revenue guidance was good, but very vague and did not raise the pps.
And instead of a JV Partner for LymPro we got a master service agreement with ICON that moves the ball down the field, but did not raise the pps as a JV partnership with up front money would have.
As a result of these 3 catalysts not moving the pps as much as I'd hoped, I am more concerned about tapping into the LPC money to fund our operations, such as the Eltoprazine Trial. If we have to tap into the LPC money at .11 to .15 cents, there will be far more dilution than any of us had thought possible. We were hoping our pps would be well above .20 to .30 cents before we tapped into that.
Perhaps Gerald has some significant pps moving catalysts coming in the next 14 days before the shareholder meeting and vote to grant a billion additional authorized shares. If the pps significantly raises, I wouldn't mind voting for the increase in shares. But if our pps remains down below .13 cents I am afraid the additional shares means major future dilution. If we don't get grants and partnerships with up front money, the only way Gerald can keep growing the company is to dilute. I am concerned about that.
Frankly, I was expecting a Lympro partnership and a few grants by now. They haven't materialized yet. Until they do, I'd prefer to not go down the road of dilution.
This is no soft bash. This is a long looking out for his family's 1.1 million shares. If Gerald makes a fool of me in the next two weeks with blockbuster catalyst that raise our pps above .20 cents....you know I will be the first to post how stupid I am. But until that happens, Gerald needs to know that many longs are concerned about growing the company through dilution instead of grants and partnership money.
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