JP: there were a lot of people who expected a major BP partnership for Lympro. I was also on the fence as to whether it would be a Quest/BD type of thing or a CLIA lab to get to the CLIA market. I can vaguely see GC's potential strategy now. Anyone who doesn't call the ICON deal a partnership is fooling themselves. At the very least it is a strategic partner where AMBS has retained all rights to Lympro. That's the key - retained all rights, therefore in a sale, they retain all value. However, they are still free to partner in the future without any issues because they retained all rights. In 2015 they will begin to collect revenue off Lympro and value of the 'diagnostics division' grows daily. In the meantime they generate data on CTE/TBI and NuroPro. Value grows more. That is when they seek 'partners' for the diagnostic division knowing full well they will sell to the right company for the right price. By then, AMBS will have pushed MANF a little further forward and likely have at least one partner and Eltoprazine at least one partner. Obviously spec opinion, but recent actions with an MSA for ICON leads me to believe this might be the path to generating more value.
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