This is from Gerald's blog on August 10th: "We
Post# of 30027
Posted On: 09/16/2014 9:58:45 PM
This is from Gerald's blog on August 10th:
"We project a partnership agreement for LymPro will follow shortly after the completion of the LP-002 study, and the Company is weighing strategic options which include a potential ‘spin-out’ of our diagnostics division (which includes LymPro and NuroPro);"
- See more at: http://www.thechairmansblog.com/amarantus-bio...CHmzW.dpuf
But this isn't the way it happened. We still haven't received the results form the LP-002 (Bridge) Study! Some people here are expecting a JV partnership in the next few weeks following the release of this data. Based on the above statement from Gerald....that makes sense. But on the Tuesday following Labor Day Gerald announced our "master service agreement" with ICON. He said this wasn't a "classic partner" but that at some point it could turn into that. From the CC, Gerald didn't sound like we would be getting a JV Partner for LymPro anytime in the next few months.
I think between when he wrote this blog on August 10th and the Labor Day Weekend, Gerald realized a JV deal was not going to materialize. So he didn't waste any time waiting for the release of the LP-002 data, he made a master service agreement with ICON so we could get the 12 week validation study underway so we could commercialize in December and "go it alone" for at least a few months!
This is how I interpret Gerald's communications. Those that are expecting the "bridge data" soon and a JV partner to follow right after....are not clued in to what's happened.
As a result of not doing a JV Partnership now for Lympro, I doubt a "diagnostic spin-off" will happen in 2014. I don't see LymPro providing us much of a catalyst until it completes the 12 week validation study and we commercialize it. Gerald's media blitz in December and January could do more for our stock than anything else really.
Regarding MANF, we'll get data fairly soon, but nothing that will move our stock until the orphan approvals in late December. However, Gerald did mention "potential business arrangements regarding MANF." This is a vague statement. Maybe he has a surprise for us here? Other than a surprise, most of the other known catalysts won't really pop until December/January.
I would love for Eltoprazine to somehow give us a pop. It hasn't yet, but it too will begin in December. It's a Phase 2b, that alone could give us some upward movement.
I predict we won't up list until January or February 2015. I think we'll be above .25 to .30 cents by then. 1:12 to 1:18 Reverse Split.
The good news is LymPro will be a steady work horse for us. If we start in the .25 cent range in January, I see it rising to the $1.00 range by end of 2015 when the revenues really ramp up. Plus, we will have gotten Elto phase 2b results by then, and MANF human trials will be about to begin.
"We project a partnership agreement for LymPro will follow shortly after the completion of the LP-002 study, and the Company is weighing strategic options which include a potential ‘spin-out’ of our diagnostics division (which includes LymPro and NuroPro);"
- See more at: http://www.thechairmansblog.com/amarantus-bio...CHmzW.dpuf
But this isn't the way it happened. We still haven't received the results form the LP-002 (Bridge) Study! Some people here are expecting a JV partnership in the next few weeks following the release of this data. Based on the above statement from Gerald....that makes sense. But on the Tuesday following Labor Day Gerald announced our "master service agreement" with ICON. He said this wasn't a "classic partner" but that at some point it could turn into that. From the CC, Gerald didn't sound like we would be getting a JV Partner for LymPro anytime in the next few months.
I think between when he wrote this blog on August 10th and the Labor Day Weekend, Gerald realized a JV deal was not going to materialize. So he didn't waste any time waiting for the release of the LP-002 data, he made a master service agreement with ICON so we could get the 12 week validation study underway so we could commercialize in December and "go it alone" for at least a few months!
This is how I interpret Gerald's communications. Those that are expecting the "bridge data" soon and a JV partner to follow right after....are not clued in to what's happened.
As a result of not doing a JV Partnership now for Lympro, I doubt a "diagnostic spin-off" will happen in 2014. I don't see LymPro providing us much of a catalyst until it completes the 12 week validation study and we commercialize it. Gerald's media blitz in December and January could do more for our stock than anything else really.
Regarding MANF, we'll get data fairly soon, but nothing that will move our stock until the orphan approvals in late December. However, Gerald did mention "potential business arrangements regarding MANF." This is a vague statement. Maybe he has a surprise for us here? Other than a surprise, most of the other known catalysts won't really pop until December/January.
I would love for Eltoprazine to somehow give us a pop. It hasn't yet, but it too will begin in December. It's a Phase 2b, that alone could give us some upward movement.
I predict we won't up list until January or February 2015. I think we'll be above .25 to .30 cents by then. 1:12 to 1:18 Reverse Split.
The good news is LymPro will be a steady work horse for us. If we start in the .25 cent range in January, I see it rising to the $1.00 range by end of 2015 when the revenues really ramp up. Plus, we will have gotten Elto phase 2b results by then, and MANF human trials will be about to begin.
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