Posted By: IntlInfusion - financier of AMBS
Posted On: 08/01/2015 9:41:02 PM
Gerald and John Commissiong are constantly getting accused of being liars. This is far from the case. I would argue that Gerald Commissiong is Amarantus. In just a few years lets see what Gerald has managed to pull off. He has spent the last few years positioning MANF for clinicals while adding not one but two robust divisions. The therapeutics division has been slowly building a pipeline of potential blockbuster therapeutics.
The acquisition of Eltropozine was essential in the diversification of the company and the phase 2b trial has already dosed their first patient in only one of the indicators that the potential treatment will be used for. You can anticipate that good data from this study wont only get the attention of big pharma but they will be ready to bring their check books with them. Any partnership will most likely open up the company to going after the other indications that eltropizine has the ability to treat. Good data will also bring in more attention that could result in institutions bringing their checkbooks too!
ESS is just brilliant. Yes there has been trouble around this asset but not because the asset doesn't work. Rather the trials were mismanaged. What does this create? Opportunity! And Gerald ceased it- He recently finalized the acquisition and managed to do this for pennies on the dollar. With trials slated to start in either Q3 or Q4 look to see a steady update on how the effectiveness of ESS is performing. If it is close to what its potential is then we will see in my opinion national attention.
MANF is still brewing. This protein has a lot of hype and excitement around it. Gaining an International Interest, it will be costly to get this developed to the point of commercialization but with a little work it can be done. The key is to not give it away too early. Management has already done a great job on building its value by gaining multiple orphans indications and aligning partnerships with key universities to continue building its value by gaining multiple orphans indications and aligning partnerships with key universities to continue building the program. This potential blockbuster could create Amarantus into one of the pharmaceutical juggernauts. If a trial is successfully completed then watch out for large pharmaceuticals to do anything they can to get their hands on it!
Sounds like a lot?!? Well, Gerald was just warming up. He recently has created Amarantus DX. They boost that this will be the most robust neurological diagnostic line of assets ever assembled inside of one company. Many ways to play this and it will be interesting to see if he spins this out or keeps it in house. But you can beat that the company is working on it. With acceptance of data into major journals, the word about MS Precise is getting out there. The result is that Amarantus was able to attract a top advisory board with high levels of industry experience to the company. From Dr. Goix to Dr. Wand to Mr. Guillen their expertise and connections reaches through the heart of the diagnostic community. Raising over $70mm in equity capital, Dr. Giox also developed revenues of over $60mm annually. Why would they join? One would speculate that they see the potential of the assets.
On the doorstep of commercialization, MS Precise is ready to run through. Yes, it will take a few years to maximize revenue but the process is started and there are plans to have this hit commercialization soon. The recent journal news shows that the medical community is taking note and will give doctors the confidence they need to one day use the diagnostic. Lympro has been constantly criticized on the message boards and shareholders seem very confused on this asset. The recent data released has shown consistency and if this consistency is further supported by PET imaging then it could be special. The first customer has been brought in and if a heavy hitter comes in and uses Lympro then we can expect others will follow.
The Georgetown Assays are also in the mix and you can bet that the newly assembled teams will be eager to further develop these assays and complete the acquisition.
This is a lot and I would argue that Gerald is the best one for the job. After all he has raised enough capital to get us where we are and built solid enough connections for people to trust him enough to sell him these assets. These companies all have back end incentives for Gerald to be successful and wouldn't sell them to just anyone.
