This is another summery for an AMBS investor that
Post# of 135
Posted On: 09/23/2014 1:21:12 PM
This is another summery for an AMBS investor that got to speak with Dr. Rubinfeld at the AMBS Shareholders meeting yesterday.
Posted By: Trojan09
A couple of things i would like to add myself about the meeting:
-When asked if there was a dollar amount that Gerald had in mind to completely sell off Lympro. He stated he did not have a dollar amount and then progressed to stating that the market was "massive". (Barcode covered the rest of that)
-When asked about the proprietary platform known as Phenoguard in relation to similar technologies used to identify neurotrophic factors. John and David stated there was none at this time (simplified). I was trying to see if there was competing technology from other biotech/pharmaceutical companies. We also received a very informative narrative from both of them about MANF and its "potential" Its quite remarkable!!!
-When asked about the Wash u agreement from the 10-k going to the address of Pharmacyclics and Gerald was directly asked if there was some partnership with Pharmacyclics. He mentioned it was due to previous relationships with some members of his staff. I CANNOT say for sure but I got the feeling that something more was involved between them (this is all in my opinion)
- When talking with Dr. Rubinfeld later on. He mentioned Biotech companies are not made over night. He also said it takes time and everybody wants instant gratification. I talked about the "Microwave generation" and how everything is cooked quickly and instantly and that is people's expectations unfortunately. He joked that the food also doesn't taste as good If I remember correctly he also stated that their drug Epogen (Amgen) was #8 on their list of potential pipeline therapeutics and that is what made them huge $$$.
I felt an energy at this meeting that we shareholders are on the forefront of something great. Being in the room with all those great minds was surreal. This company is destined for great things. It was a pleasure meeting everybody today.
What would you rather have, a frozen microwave TV dinner or a slow cooked rib-eye, potatoes and corn on the cob?
Read More: http://investorshangout.com/post/view?id=2049...z3EA02DbQH
Posted By: Trojan09
A couple of things i would like to add myself about the meeting:
-When asked if there was a dollar amount that Gerald had in mind to completely sell off Lympro. He stated he did not have a dollar amount and then progressed to stating that the market was "massive". (Barcode covered the rest of that)
-When asked about the proprietary platform known as Phenoguard in relation to similar technologies used to identify neurotrophic factors. John and David stated there was none at this time (simplified). I was trying to see if there was competing technology from other biotech/pharmaceutical companies. We also received a very informative narrative from both of them about MANF and its "potential" Its quite remarkable!!!
-When asked about the Wash u agreement from the 10-k going to the address of Pharmacyclics and Gerald was directly asked if there was some partnership with Pharmacyclics. He mentioned it was due to previous relationships with some members of his staff. I CANNOT say for sure but I got the feeling that something more was involved between them (this is all in my opinion)
- When talking with Dr. Rubinfeld later on. He mentioned Biotech companies are not made over night. He also said it takes time and everybody wants instant gratification. I talked about the "Microwave generation" and how everything is cooked quickly and instantly and that is people's expectations unfortunately. He joked that the food also doesn't taste as good If I remember correctly he also stated that their drug Epogen (Amgen) was #8 on their list of potential pipeline therapeutics and that is what made them huge $$$.
I felt an energy at this meeting that we shareholders are on the forefront of something great. Being in the room with all those great minds was surreal. This company is destined for great things. It was a pleasure meeting everybody today.
What would you rather have, a frozen microwave TV dinner or a slow cooked rib-eye, potatoes and corn on the cob?
Read More: http://investorshangout.com/post/view?id=2049...z3EA02DbQH
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