Watson showing back up on ymb. FWIW 1 Reply
Post# of 30065
Posted On: 01/05/2015 2:27:36 PM
Watson showing back up on ymb. FWIW
1
Reply
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chris: I have been a big proponent of them going it alone, dating back to 9/13 in my theories and messages, however, there has been aggressive word and intent to buy it out in pieces or in bulk by some players. I think Gerald got into a mess with data sets and sensitivity, etc, albeit no different for me reading the studies. I can see why pharma got nervous, not because of not knowing the truth, but public perception. M&As are the product of perception as much as they are the true value. AMBS has finally got the picture, perception and value are locked in. They have offers, nothing they will take and they are on the world stage and basically in a stand off in my thought process right now. They can't sell it yet, they won't sell it yet and they haven't got the right offer, "yet". All of this can change in a day or in months, they have proven the capital, but they have to get this to market and they cannot do it, regardless of who they have working with them. It's about marketing capital from a pure dollars and sense position. I have taken three drugs to market in my life, none of them without tens of millions in ad cap to kick it off, word on the street just doesn't cut it. I think you see where I'm going with this, dilution and other factors such as Dominion will never launch this the way it needs, they need more and I am a firm believer they have clearly set the stage for a luxury based transaction now. MANF will be license in pieces as a platform, Gerald actually spelled this one out, very smart. He can sell it for each disease, instead of the whole
1
Reply
.
chris: I have been a big proponent of them going it alone, dating back to 9/13 in my theories and messages, however, there has been aggressive word and intent to buy it out in pieces or in bulk by some players. I think Gerald got into a mess with data sets and sensitivity, etc, albeit no different for me reading the studies. I can see why pharma got nervous, not because of not knowing the truth, but public perception. M&As are the product of perception as much as they are the true value. AMBS has finally got the picture, perception and value are locked in. They have offers, nothing they will take and they are on the world stage and basically in a stand off in my thought process right now. They can't sell it yet, they won't sell it yet and they haven't got the right offer, "yet". All of this can change in a day or in months, they have proven the capital, but they have to get this to market and they cannot do it, regardless of who they have working with them. It's about marketing capital from a pure dollars and sense position. I have taken three drugs to market in my life, none of them without tens of millions in ad cap to kick it off, word on the street just doesn't cut it. I think you see where I'm going with this, dilution and other factors such as Dominion will never launch this the way it needs, they need more and I am a firm believer they have clearly set the stage for a luxury based transaction now. MANF will be license in pieces as a platform, Gerald actually spelled this one out, very smart. He can sell it for each disease, instead of the whole
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