How does Gerald ignite the pps so that it goes ove
Post# of 30028
Posted On: 10/03/2014 11:43:46 AM
How does Gerald ignite the pps so that it goes over .13 cents next week? Simple, take the univariant data and expound upon it in a way that shareholders get a grasp of how LymPro will be sold to Pharmas and the reasons why Pharmas will want to buy it. Salesmanship, Gerald, Salesmanship!!
The pps shot up to .19 cents in anticipation of the multivariant data prior to the July 31st Conference. Granted, that was based on some Money Runner manipulation, but they weren't the only ones buying. The truth is multivariant data isn't the big thing that shareholders have come to believe. We have all determined that a 95% ss score will guarantee success for LymPro. But I now don't believe multivariant data is all that critical. Not only may it not be the cake, it may not even be the frosting on the cake. It may be more of a decoration that makes the actual cake look pretty. It's a hassle to run all those biomarkers and then do the complex math to achieve 95% scores.
In a CC in August Gerald spent 10 minutes going into the positive reaction Pharmas doing AD clinical testing had to our univariant data. CD 19 gave us a floor of 80% accuracy and they all thought that was great! Plus, using CD 19 is cheap and simple, just the thing they need as a screening tool for thousands of potential trial patients. LymPro saves them 30-40% over the screening tool they're using now!! And what they're using now isn't any better than 80%!!
Gerald needs to start talking up how this univariant data is going to enable us to get sales right away! He mentioned recently that we would be doing some soft selling to pharmas starting in November since it takes a few months lead time to get them going.
I think it's time to start talking in a sales way, the psychology of why LymPro will be lusted after by pharmas!!! I think if we got up to .19 cents before in anticipation of the decorative multivariant data, we can get there again fairly quickly with the right sales talk from Gerald. Gerald needs to change shareholders state of mind. We are close to launching. Joe Rubenfeld said so himself.
We didn't get any pop from the revenue guidance he gave us because it came the same day that he sprang the "master service agreement" on us instead of a JV. Gerald doesn't have a sense for these things. But now that we've swallowed that pill, he needs to go back to the revenue guidance theme and incorporate the strong univariant data's impact on our near term sales!!
We don't need a JV partner with up front money to get above .13 cents. We don't need to start the Eltoprazine trial. We don't need a MANF orphan. We don't need news on Phenoguard. (Although any of these things would be nice!) All we need is the right sales talk about what this data next week translates into in terms of revenue in the very near future!
Value is a state of mind!!! Once the switch goes off in shareholders and the market's minds that this univariant data means Pharmas are going to eat it up....the pps will shoot up beyond .13 cents real fast. We have been way way undervalued!!
Multivariant data is the decoration on top of the frosting on top of the cake. Biomarker CD 19 and the other univariant biomarkers are the cake itself!! As soon as shareholders and the market make that connection....CD 19 80% plus accuracy....means huge revenues in a few months.....the pps shwings up!!! This could happen next week if Gerald gives the right sales talk.
The pps shot up to .19 cents in anticipation of the multivariant data prior to the July 31st Conference. Granted, that was based on some Money Runner manipulation, but they weren't the only ones buying. The truth is multivariant data isn't the big thing that shareholders have come to believe. We have all determined that a 95% ss score will guarantee success for LymPro. But I now don't believe multivariant data is all that critical. Not only may it not be the cake, it may not even be the frosting on the cake. It may be more of a decoration that makes the actual cake look pretty. It's a hassle to run all those biomarkers and then do the complex math to achieve 95% scores.
In a CC in August Gerald spent 10 minutes going into the positive reaction Pharmas doing AD clinical testing had to our univariant data. CD 19 gave us a floor of 80% accuracy and they all thought that was great! Plus, using CD 19 is cheap and simple, just the thing they need as a screening tool for thousands of potential trial patients. LymPro saves them 30-40% over the screening tool they're using now!! And what they're using now isn't any better than 80%!!
Gerald needs to start talking up how this univariant data is going to enable us to get sales right away! He mentioned recently that we would be doing some soft selling to pharmas starting in November since it takes a few months lead time to get them going.
I think it's time to start talking in a sales way, the psychology of why LymPro will be lusted after by pharmas!!! I think if we got up to .19 cents before in anticipation of the decorative multivariant data, we can get there again fairly quickly with the right sales talk from Gerald. Gerald needs to change shareholders state of mind. We are close to launching. Joe Rubenfeld said so himself.
We didn't get any pop from the revenue guidance he gave us because it came the same day that he sprang the "master service agreement" on us instead of a JV. Gerald doesn't have a sense for these things. But now that we've swallowed that pill, he needs to go back to the revenue guidance theme and incorporate the strong univariant data's impact on our near term sales!!
We don't need a JV partner with up front money to get above .13 cents. We don't need to start the Eltoprazine trial. We don't need a MANF orphan. We don't need news on Phenoguard. (Although any of these things would be nice!) All we need is the right sales talk about what this data next week translates into in terms of revenue in the very near future!
Value is a state of mind!!! Once the switch goes off in shareholders and the market's minds that this univariant data means Pharmas are going to eat it up....the pps will shoot up beyond .13 cents real fast. We have been way way undervalued!!
Multivariant data is the decoration on top of the frosting on top of the cake. Biomarker CD 19 and the other univariant biomarkers are the cake itself!! As soon as shareholders and the market make that connection....CD 19 80% plus accuracy....means huge revenues in a few months.....the pps shwings up!!! This could happen next week if Gerald gives the right sales talk.
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