Now that I think about this "Holding Company Strat
Post# of 30067
Posted On: 11/19/2014 3:34:42 PM
Now that I think about this "Holding Company Strategy," I do see some fairly near term benefits. Eltoprazine could be sold for a handsome penny if we got it to Phase 3. Same with ESS.(Phase 2/3 orphan) Both of these products could be sold in 1.5 to 3.0 years. Lympro could be sold in 1 year. Retintis could partner in 1.5 years.
So these time frames are not outrageously long term, 1.0 to 3.0 years. If we got enough cash and royalties from several sales in the next 3 years, that model could be as good as the revenue model I've had regarding LymPro.
I remember in Las Vegas Gerald talking to me about the kind of revenue he said Lympro would be bringing in for decades and decades! It's very possible he didn't mean that revenue would be coming in for us, but for someone else who bought it from us with big up front money and then pays us a small royalty.
If we do that with LymPro, Retinitis, Eltoprazine, and ESS all within the next 1 to 3 years, that could be impressive. I think I am having a paradigm shift today. It is dawning on me that LymPro revenue isn't what Gerald really has in mind. That fact has become obvious by his not responding to jason's low estimate. That, coupled with his reiteration of our "Holding Company" focus of buying distressed products and improving them for a couple of years and then selling them....is finally settling in for me.
The mind is a funny thing. The last stock I was in exploded because the revenue of one of their new drugs started bringing in blockbuster revenue. I think I've tried to assume that same thing would happen with Lympro in 2015 and 2016. But Jason's estimate and Gerald's lack of response to it has completely changed my mindset. That, along with the purchase of this new distressed therapeutic ESS. We're more like a "broker." We're like the way the Oakland Raiders used to be where they took washed up rejects from around the league and transformed them. They won a couple Super Bowls doing that. That's what we're doing. We're not really going to be in the Diagnostic business for long.
I wonder what their next purchase is? This is why they wanted the extra billion authorized shares. They plan on buying more and more new assets. We're going to be in the bio-med used car business. It's hard to let go of old mental paradigms....but I think events have caused me to do that.
It will be interesting.
So these time frames are not outrageously long term, 1.0 to 3.0 years. If we got enough cash and royalties from several sales in the next 3 years, that model could be as good as the revenue model I've had regarding LymPro.
I remember in Las Vegas Gerald talking to me about the kind of revenue he said Lympro would be bringing in for decades and decades! It's very possible he didn't mean that revenue would be coming in for us, but for someone else who bought it from us with big up front money and then pays us a small royalty.
If we do that with LymPro, Retinitis, Eltoprazine, and ESS all within the next 1 to 3 years, that could be impressive. I think I am having a paradigm shift today. It is dawning on me that LymPro revenue isn't what Gerald really has in mind. That fact has become obvious by his not responding to jason's low estimate. That, coupled with his reiteration of our "Holding Company" focus of buying distressed products and improving them for a couple of years and then selling them....is finally settling in for me.
The mind is a funny thing. The last stock I was in exploded because the revenue of one of their new drugs started bringing in blockbuster revenue. I think I've tried to assume that same thing would happen with Lympro in 2015 and 2016. But Jason's estimate and Gerald's lack of response to it has completely changed my mindset. That, along with the purchase of this new distressed therapeutic ESS. We're more like a "broker." We're like the way the Oakland Raiders used to be where they took washed up rejects from around the league and transformed them. They won a couple Super Bowls doing that. That's what we're doing. We're not really going to be in the Diagnostic business for long.
I wonder what their next purchase is? This is why they wanted the extra billion authorized shares. They plan on buying more and more new assets. We're going to be in the bio-med used car business. It's hard to let go of old mental paradigms....but I think events have caused me to do that.
It will be interesting.
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