What are the Catalysts Needed to Get AMBS Above .2
Post# of 30028
1) LymPro JV with up front money. If this were to happen, I doubt it would happen until after the validation testing in December.
2) MANF Partnership. If this were to happen, I doubt it would happen until after the orphan designations in December or early 2015. MANF clinical trials are still over 12 -15 months away and so I'm not sure a partnership this early is likely. Possible, but not likely.
3) Phenoguard Partnership. In the CC Gerald mentioned they had moved into another facility in order to give his Dad John more space over at Janssen Labs to work on Phenoguard. Could Janssen be interested? They could but I have no way of measuring how a collaboration or partnership would work on something so extremely pre-clinical as Phenoguard. MANF is much further along and yet it doesn't have a partner yet.
4) Data. They will be issuing more data on the "bridge testing" for LymPro. They have some functionality data for RP that will be coming out. And I believe there is still more data coming from Urano on Wolframs. As we've seen, data doesn't always move the pps very much, though.
5) Diagnostic Spin Off. In Gerald's blog a few weeks ago he made it sound like a spin off was coming soon. But in the CC it still sounded like it was something they were just tossing around.
6) Financial Engineering. This is where most of my hope lies in getting us above .20 cents by mid to late November. I have no idea what they mean by this term, but I think they'll need to do something to overcome the overhang the extra billion authorized shares will have on our pps after Sept. 22nd.
7) MANF Business Developments. Gerald mentioned something about this in his blog. He was mysterious about it so again I have no idea what this could mean. Maybe Gerald has found a Big Pharma that would like to be our bosom buddy on all future MANF indications....and work with us on the entire platform? This is the type of WILD CARD that would be needed to make credible Gerald's even mentioning the possibility that a RS might not be necessary. I have no idea if this is even a possibility.
Folks, data is not going to do it for us. Unless we get some blockbuster partnership or announcement, I think we will need to RS and up list at a lower level than we've been thinking. I don't think management wants to stay on the OTC any longer. They want institutional investors like JP Morgan. I am OK either way. If we start the process at .15 cents, I will feel we are so undervalued that I will buy more shares on margin. If we start the process at .50 cents or above, I will be elated, but would bridle my margin purchases.
I am cautiously optimistic but must admit, I am uncomfortable with the additional billion shares. It's too tempting for management. It's like raising teenage sons and having a SI Swimsuit model live next door with a pool in her backyard! It's all the boys would be thinking about!! Management needs to get out there and rustle up some grants and partnerships, not grow the company by leveraging the value of our shares through dilution.