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Thanks for posting. Go AMBS all stars.
Zoom posted this info to respond to blackhawks' contention that there is no evidence linking Novartis to AMBS. Try to keep up. It's not that difficult.
GC gives his interpretation of the news. Sounds good to me...
Harot17 ?@Harot17 4h
@NeurologyToday @G_Commish is this a competitor to LymPro? Anxiously awaiting news.
Gerald Commissiong ?@G_Commish 4h
@Harot17 This demonstrates the FDA has fine-tuned their approval guidelines and the numbers of patients required is much more reasonable.
Gerald Commissiong ?@G_Commish 4h
@Harot17 @NeurologyToday This is LymPro competition, but is an imaging agent with limited marketing potential as seen with Amyvid.
No worries Deputy, we know who Fibonacci the mathematician was. We were just having a little fun is all.
Hah No. The last thing I am is pretty or little. But that's not a bad idea. Maybe I can become the 'Da Vinci' of twitter and hire the barristas and wait staff all around Janssen Labs QB3 to eavesdrop for me.
It would be pretty funny if fibonacci was his real name. lol
I'm in the Peninsula. I've seen Woznowski in Atherton and Zuckerberg in Palo Alto but I've never gotten even the slightest tip from eavesdropping or talking to bartenders.
This is almost certainly true. Bay Area is lunch culture and its how business gets done. I don't know or care what the next PR is, I just hope it's soon and it's substantial. But I do take note of fib's tweets since he did get one right that one time.
From our friend fibonacci:
fibonacci ?@fibonacci1170 7m
$AMBS on watch: in consultations outside US. This will dwarf LPC. RS might not be necessary
Barcode, you never cease to amaze me. Makes me revisit this tweet with some renewed interest...
fibonacci ?@fibonacci1170 Jan 25
CTE & Alzheimer's have common biomarker
Thanks. I'm definitely ready for the next vista, that's for sure.
My theory is that fibonacci is doing graduate research in the field somewhere in the Boston area and has his ears to the ground, so to speak. At any rate, it was a good call.
I'm still holding out hope that a R/S won't be necessary but 10:1 at .50 would make me happy and is about what I'm expecting. 3:1 at 1.00 would be awesome.
He called this one:
fibonacci ?@fibonacci1170 Jan 25
The Boston University Center for the Study of Traumatic Encephalopathy (BU CSTE) will use $AMBS #LymPro biomarker to screen CTE patients.
True enough. And the only way to get from here to there is to take the journey. Come on Gerald, Let's break on through to the other side!
Sapere Aude, thanks for the reminder. Yes. I am holding strong.
The pps action today wasn't that discouraging to me. We've seen worse. But the language regarding Lympro has always been very strong. Aimee's wording, "We believe... that our test is further along in development..." struck me as noticeably tepid. That and the long time the Lympro update seems to be taking got on my radar.
The rest of the response is the weak sauce of inexperience. The first sentence sounds like the Cubs in 2003 after the Bartman game. Geez. Enough heat in the kitchen already. Right now I'm just hoping Mariano Rivera is warming up in the bullpen.
Risk, yes, thanks for writing and sharing. I've been hesitating to write this, but am I the only one who finds that her first sentence is disturbing?
I'd have to agree that was an underwhelming response. All around not an encouraging day.
Yep. Got her on speed dial. So far I have found her to be responsive and helpful
1.3 million in first 10 minutes. If there were a PR on say, Lympro, it'd break the circuits.
Not quite a "BOOM", but that close was pretty cool.
Looks like deja vu all over again.
Strange action, probably nothing. But volume just jumped from 2.7 million to 4.0 million to 3.5 million in the matter of a few minutes. All while pps dropped from .089 to .085
It may take a week or two or it may take a day or two. The hammer is going to fall. All I know is I'm urging people in my circles to get in asap now that it's substantially de-risked.
If AMBS plays out the way we hope there will be talk of share buy back someday. But for now any money will go into developing MANF applications and, I strongly suspect, adding one or more diamonds in the rough to the pipeline. I also strongly believe that in the long run this will be more shareholder friendly.
Looks like we could get 3 million shares in the first hour. Here's the thing I keep in mind... when the 'big' news finally crosses the wire this is going to explode in an epic and memorable way. I can't wait for the days when we get 50million plus in volume. It's coming before the uplist. All imo.
Good weekend. I pitched batting practice for my son's little league team and now my arm feels like its going to fall off. I could some good news from AMBS in case I need to buy a bionic arm. :)
Gipper, Yes, always trying to remain calm. Better decisions that way. And my life is infinitely better when I follow ball games for the story and not the outcomes (except when the Giants win the pennant and all is perfect) and the reverse with investments. Have a great weekend.
Yeah, I've been watching the action a bit today and this is setting up well right now. I'm still of a mind to ignore the play by play and just read the weekly box scores, but sometimes it's fun to listen to John Miller call a game (to stretch the metaphor).
That's probably it. He indicated he was having conversation with peers in UK. But the 'we' did make me pause.
"Typically we look for a pattern of someone buying..." That's certainly a puzzler.
World class biotech...
From the PR, "as we continue on our path to build a world-class biotechnology company..."
From the blog, "...building a world-class biotechnology company..."
This is what stands out to me. There is a vision, plan and substance to join the bigs. The question is: can they execute? The great thing is that even if they only make it a fraction of the way the investment will pay for itself several times over if you get in before the engines are started.
A couple of things I found interesting about what GC mentioned as distinguishing marks of AMBS's strategy:
- Building a team of specialists who know how to take science and bring it to real world (market) results and not just how to make something look good in theory.
- Building a portfolio of products each of which have multiple indications. This in contrast to a company that specializes and goes deep in just one thing.
As a result I am on the lookout for AMBS to continue to pursue acquisitions to broaden the portfolio of undervalued diamonds in the rough that AMBS can bring to market where others failed or stalled (like Eltoprazine and Lympro).
Warp - Thanks. Also, I echo your sentiment regarding the sticky.
So I don't have a place in the Bay Area fit for hosting but I'd be happy to help plan some details for a shin-dig in the Bay Area if the timing works. Here's to hoping we have reason to celebrate for many years. Cheers to all.
Oh man. I sure have missed this if true. LOL. But I guess I just got to believe!! It's a gift to be sure.
Right now I'm trying to figure out who fibonacci is to see how reliable he is as a source. But frankly, the main thing is there for all to see - the science, the science, the board and the team, the recent hires, GC's confidence character and execution, and the science. I'm almost all in and just waiting. Got nothing to say, really.
I really appreciate your thoughtfulness on how this is playing out. There is another side of it to consider, imo. How would things be playing out right now if GC hadn't made the announcement concerning BD and time dragged out with nothing happening on the BD Lympro front? The vacuum of no news could have been a much darker cloud than the news that GC announced. Getting ahead of the story may have been the most helpful/least harmful option.
It's also worth mentioning that Brewer Sports funded the Banyan/AMBS research.
Blackhawks, with all due respect I am able to keep separate those things I explore and those things that are known. This should be evident in all my posts today.
Again, thanks. I don't think the one you find indicates MANF study in humans on the therapeutic side. I'm still hopeful and maybe Watson found something we haven't found yet.