Unofficial FAQ Disclosure: I made up the questi
Post# of 30028
Disclosure: I made up the questions and answers but thought this would be a different style to try.
Why did they include the slide in the middle of a blog? Have they ever done that before?
No. It's a quick way to communicate you have 3 Phase 3 indications and 3 Phase 2.
BP only partners with company's at Phase 3?
I posted an example before that's not true, but regardless you have 3 Phase 3 shown.
Did it cost more for the company to have two images in a blog? Aren't they trying to reduce spend.
No. Yes, they have reduced spend down to $500K. Means another million to get them to JP Conf.
Why didn't they include the pipeline image for Dx and MANF?
Great question. Could be Dx is already spoken for and MANF isn't for sale, where ESS and Elto are.
Why is the company selling ESS or Elto?
Shareholders have said the company needs to focus. See it pays to hold the company accountable via a message board.
Why wouldn't they just have either ESS or Elto up for sale? Why both?
Double's your odds of getting a good deal. Provides more leverage. If you are only selling one, buyers are really competing against each other across both. Hopefully that makes sense.
What's with the ESS vs. StrataGraft?
Another insightful question. Anyone that has been following the company or ESS knows the difference and there really hasn't been any debate. Either it was information for a potential buyer or maybe (total speculation) even Stratatech is interested in buying ESS. It would give them a comprehensive solution on full burn treatment. Notice the direct link to their site.
Looks like nothing is going to happen until the JP Morgan conference? Does it make sense to buy a week before?
- Take a look at the last column of the pipeline slide. Note that is only for ESS and Elto. That's a lot of milestones some of which can happen in Nov and Dec.
- Add to that and update on Lympro - CTE and possible PET
- An update on MSPrecse (i.e. Largest Diagnostic Study Ever)
- The final Dx deal may be annouced at the JP conference but updates, LOI, etc may come before - "We remain on track to transact on the diagnostics division in the fourth quarter and will provide updates on this as progress is made."
- MANF - We know there is news coming here. For example Dr. Urano has said as much. They could also announce a MANF partner in the next few weeks or next few years. No way of telling.
Saw the shout out for Phenoguard? Why has that been MIA?
People say news is wasted on the OTC. A PR now saying the company found another NT wouldn't do anything. In a few months may be a different story.
"What's with the Georgetown option?"
Possibly new buyer doesn't want it or sees enough value in Lympro when including CTE.
"The company is going to make definitive agreement announcement at the JP Morgan Healthcare Conference. When is that?
It's the week of January 11 and they said potentially. I know some shareholders want guarantees, but life and especially bios are filled with many unknowns. They rather all bio CEOs say we have a slim chance in hell of getting to market just so they don't get disappointed. They forget that bios are high risk and high reward. At .50 the risk is small, the reward is TBD.
So they really are going to make a big announcement in Jan?
If the ducks line up, possible multiple announcements.
" JP Morgan Healthcare Conference the week of January 11, 2016 as a key time to potentially make public announcements of definitive agreements."