inability to deliver on percieved July 31st LymPro
Post# of 30028
Posted On: 09/12/2014 12:54:04 PM
Re: the gipper #6146
inability to deliver on percieved July 31st LymPro spec/sens milestones, coupled with an addit. 1-Bil. AS count without guarantee that these shares will not be used to dilute shareholders more than what we have already is weighing on the market - this IMHO is typical of the difference between a seasoned grey fox as a CEO and someone just starting out - don't get me wrong, I like GC and believe he is well versed and accomplished at what he does, but also feel because of his youth - doesn't know how to interpret how the Street will react to what he does - before he does it...
IMHO, we needed a LymPro JV Agreement with upfront payments totaling between $35-50Mil. - not a MSA. The revenue guidance with potential push back on LymPro launch didn't quite do the trick that I think most were hoping for as well. While the MSA is extremely well done and will provide many incentives at reduced costs - overall its still not what the Street was expecting...hence the lack luster pps action of late.
this could all change on a dime folks:
01.) LymPro - LP-002 data (est. Sept.)
02.) Lympro - JV Partner (est. 4Q14)
03.) LymPro - TBI/CTE update studies
04.) Eltoprazine - signif. announcements, incl. 200 patient Ph. 2b trial (est. 4Q14)
05.) MANF - Ophthalmological ear toxicology complete data sets (est. 4Q14)
06.) MANF RP - functional data & addit. efficacy data sets (est. 4Q14)
07.) MANF / GDNF - Renishaw Ph. 2B test trial results (est. 4Q14)
08.) MANF RP orphan - potential - (est. Sept.)
09.) MANF DB-1 Wolframs orphan - potential - (est. 4Q14)
10.) MANF - addit. data from undisclosed activities
11.) PhenoGuard JV Partnership update - potential
12.) PhenoGuard - discovery of 2nd protein family
13.) PhenoGuard - transformed into 1st rationally-designed NF discovery platform
14.) PhenoGuard - evaluation of external drug candidates for in-licensure potential
15.) NuroPro - preparing Ph. 2 validation study for CLIA
16.) potential - financial engineering (est. 9/22 ASM)
17.) potential - grant funding
18.) potential - new acquisition / Cerora AD scanner / big bd. company
19.) potential - diagnostics div. spin out
IMHO, we needed a LymPro JV Agreement with upfront payments totaling between $35-50Mil. - not a MSA. The revenue guidance with potential push back on LymPro launch didn't quite do the trick that I think most were hoping for as well. While the MSA is extremely well done and will provide many incentives at reduced costs - overall its still not what the Street was expecting...hence the lack luster pps action of late.
this could all change on a dime folks:
01.) LymPro - LP-002 data (est. Sept.)
02.) Lympro - JV Partner (est. 4Q14)
03.) LymPro - TBI/CTE update studies
04.) Eltoprazine - signif. announcements, incl. 200 patient Ph. 2b trial (est. 4Q14)
05.) MANF - Ophthalmological ear toxicology complete data sets (est. 4Q14)
06.) MANF RP - functional data & addit. efficacy data sets (est. 4Q14)
07.) MANF / GDNF - Renishaw Ph. 2B test trial results (est. 4Q14)
08.) MANF RP orphan - potential - (est. Sept.)
09.) MANF DB-1 Wolframs orphan - potential - (est. 4Q14)
10.) MANF - addit. data from undisclosed activities
11.) PhenoGuard JV Partnership update - potential
12.) PhenoGuard - discovery of 2nd protein family
13.) PhenoGuard - transformed into 1st rationally-designed NF discovery platform
14.) PhenoGuard - evaluation of external drug candidates for in-licensure potential
15.) NuroPro - preparing Ph. 2 validation study for CLIA
16.) potential - financial engineering (est. 9/22 ASM)
17.) potential - grant funding
18.) potential - new acquisition / Cerora AD scanner / big bd. company
19.) potential - diagnostics div. spin out
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