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Incredible. Another one for the file. The accrual of science is the core of the thesis. Surround that with air-tight patents and a world class team. Now they've got cash for breathing room. All we need is the spark of earned revenue...
JP - got your message. Thanks.
I would like to register agreement with cashmonies. Some of us have a lot riding on AMBS and would like to see this board remain focused on AMBS. I believe the line of propriety has been transgressed.
I will give props. This board has been outstanding. Major props to those who not only did a ton of work, but for sharing so much of it. Your generosity is greatly appreciated.
I've already posted what I believe to be substantial achievements indicative of excellent leadership on the part of Gerald and AMBS over the course of the last 12 months. Your time horizon is probably different than mine so we probably have differing opinions about the dilution. I see it as a long-term investment in a very large (and lucrative) vision.
As to Gerald's character and capacity, which you seem eager to impugn, I'd say come on out to Stanford and talk to some people who know him. It's a small community and it's not hard to meet people who will share. There's a reason he's been able to attract a world-class team. See if you can discover it.
I have pretty good reason to be able to compare them. People said the same thing about Brin and Page when they were young.
Gerald has pedigree, is a tenacious worker, and fits the Stanford profile of future billionaire to a tee. There is no one I'd rather have as CEO of AMBS. If you are a doubter listen to some of his early presentations and then listen to this last one from early December in Los Angeles. He's been studying, honing his craft. He has gotten to the place of being able to articulate the simplicity that lies beyond the complexity. Plus he's shown the humility and leadership quality of surrounding himself with a stellar team.
Sergey Brin, Larry Page, Gerald Commissiong. Stanford will strike again. That's my bet.
And someone is trying to buy 55000 shares at .10
Did we just go under? .08?
At this time last year AMBS had pretty much nothing except some MANF science and a lot of debt. No functional team, no facilities, no one on board, no money, no potential for revenues at any point in the foreseeable future. At this time AMBS has a credible plan for revenue in the next 10 - 12 months with Lympro, substantially reduced debt, funding for 2-4 more quarters, a top notch team to execute its plan, an A++ facility right in the middle of the UC/Big Pharma joint incubation.
Yes there was dilution and no AMBS isn't bigger than Amgen. Still, in any reality based world this has been a superb year for Gerald and AMBS. Investors should be happy. Speculators, flippers, shorts, and folks who got overextended are making noise.
All imo
The Arizona Fall League is reserved for a handful of players who are deemed to have star pedigree. AAA is for anybody that might be handy one day - like the back ups to the back ups. But I get what you're saying and agree.
(I think too much in terms of baseball).
The metaphor I'm working with is that the move to QB3 labs was like a low A-ball minor leaguer being invited to the Arizona fall league. It's not a ticket to the show, but it's where the A grade prospects go to get evaluated and slotted.
AMBS has multiple pathways in both diagnostics and in therapeutics. They have well articulated the plan on Lympro, 2 orphan indication pathways with MANF, a highly competent team surrounding the entire project, have made tremendous progress in the last 10 months. To me at .042 this is a screaming buy. If this drops to the low .03's I would be tempted to sell all my other holdings to go all in here.
Thanks to folks who asked about the 2nd orphan indication. IMO Gerald gave some good texture. Also, the insight into the Lympro process was quite helpful.
I very much hear what you're saying. I don't have time to participate in that way on this board and so I'm glad that someone does.
I am wondering if there are any questions we would like to have answered on Monday's call. I would be willing to tweet a couple of suggestions to Jason N. - assuming he will be involved.
For myself, if we don't hear anything about a 2nd orphan indication I would like to know if they already have it in hand. If they do why can't they disclose and when will they be able to disclose. If not, when should we expect to hear about 2nd orphan.
Key to a successful call - concrete substance. I agree with blackhawks that Gerald appears to be learning quickly. IMO, dilution was due to strategic mistakes and the reality of the situation more so than to bad communication. But it strikes me AMBS wants to act like a professional outfit and so they are putting out their numbers, holding a call, and my hope is that they will also have something concrete to share in terms of outlook.
Blackhawks - some great posts today. Thanks.
Yes. I was looking for this type of volume yesterday. Good to see it today.
There's a trade. Guess just a slow day.
Why is there no volume today? Halted, OTC glitches two trading days in a row?
My advice would be to buy as much as possible as the pps will hit $12.00 in the next 30 days. Every bit as realistic as .005.
Yes. If they can keep publicity of million dollar wins going this will keep rising into earnings report. If earnings report shows continued revenue growth we could be in for a nice ride.
Hey Fouraces,
I almost never look at someone's suggestion on a different board, but I saw your post over at AMBS and took five minutes to look at BIGG. I went on read through everything I could find on them and went ahead and bought some shares today. I'm to do some more DD this weekend and may be back to buy more on Monday/Tuesday. Profitable companies about to explode are rarely priced this cheap. I'm trying to figure out why they aren't in the $2.00 range already. There has to be a catch, right? So far I can't find it.
Today we got down near $4 and then bounced back nicely.
Announcement of expanded contract with China Telcom http://finance.yahoo.com/news/radcom-expands-china-100000702.html
I think as we bounce around in the 4.30 range this is a pretty good place to make some purchases. Could reserve a little for just in case we do dive to 4.00. But on the whole it looks like 4.20-4.30 is going to be the bottom.
I do think we'll see a very good report in 4th Q and so now is a good time to be buying.
Lympro has more than two revenue options.
Expediter - False dichotomy. You suggest that Lympro can only be too expensive for insurance to pick up or too cheap to make money. What's the price point you're thinking? $1500 is too expensive and $1499.99 is too cheap?
Might it not be possible that say $2000 is too expensive and $200 is too cheap but that somewhere in between might be a price point that works as a win/win?
PG - Thanks for the note. I'm not premiere right now, either, so I can't be mailed. At any rate, I appreciate your effort and I understand the timing issue on the interview. Such is life in the real world.
For now I don't mind that MEDS is flying under the radar. I'd like to see them get their ducks in a row to uplist well before they get noticed by the masses.
BiotechWill tweets on AMBS:
Thanks, PG. I'm a new poster here and relatively new investor with MEDS. I got as much DD done as I could but there's not a ton of information out there. For me the investment thesis was quite simple and worth a speculative bid. At any rate, any more information is appreciated and I'm looking forward to it.
Post the earnings report looks like the price might get driven down around $4. I hope I get some cash available so I can get a good amount at that level.
It's only impossible if AMBS never receives substantive catalyst. There exist numerous potential substantive catalysts. So if AMBS remains static forever I'd say that getting over .10 for 20 days is pretty much impossible. But what is the likelihood AMBS will remain static in perpetuity? The bet here isn't that by magic people will invest. The bet here is that AMBS will figure out how to make money. If they do, we do. If they don't, we don't.
3Q Earnings Transcript: http://seekingalpha.com/article/1764072-radcoms-ceo-discusses-q3-2013-results-earnings-call-transcript
A few things I found notable in the Q&A.
1. 800k additional will be in the 4Q report
2. Margins will be 'normal' going forward. That is 65-70%
3. Total expenses will remain the same for the foreseeable future. About 5.6 mil
4. Expenses will support revenue up to 7. - 7.5 mil.
As I see it they expect revenues to ramp over the next few quarters to 7.5 mil. That would come out to about .25 quarterly profit with 8 million shares outstanding. It sounds like they have a backlog already in place and improving by quality and quantity. You can do the math. We are poised to do very well from these levels.
Ok. So the quarter and report wasn't as good as I had hoped - but I am quite pleased with how this looks to be building for 4th Quarter and Q1 2014. This could really rocket in the coming months if they post their wins along the way. Knowing that there's an extra 800k banked for the 4Q report will help this build. Today's sell off makes sense but will be short lived. I see us over $5 relatively quickly. I'm riding this out for sure. If I get a chance to add below $5 in the coming weeks I certainly will.
Joe R. ??
Not sure what that is. Probably sounds not so good. Sorry. There were some folks who bailed earlier today because they lost their nerve when it dropped to .049 or thereabouts. I thought it was premature.
Hoping for a solid or better than solid report tomorrow and some real insight in guidance. GL to all. Also - hoping someone will join discussion here.
Let's Do Some Dot Connecting...
Risk - Mart Saarma's work on MANF in DB is clearly significant. It's why this rose so fast when Watson brought it up over at the Yahoo MB. I'm pretty sure the scenario you raise isn't how this will play out, but I'm also quite certain that this will play out in ways that are quite interesting and lucrative. At any rate, nice dot connecting.
PS I hope you have fun in Tasmania or Tanzania or whatever.
Everybody take a deep breathe and remain calm. Revisit your DD and your investment thesis. Has anything material changed? No. In fact, the thesis behind Lympro has been substantially strengthened. Imagine what AMBS could do with MANF when Lympro is churning out revenue to fund it.
Is this a speculative play? Yes. Is this a potential money making machine that is hitting all of its marks as management spells them out? Yes. Opportunities like this only come around every so often. Measure your investment accordingly.
All IMO
Yes. Good post. The flip side is we don't need a grand slam in order for this to move up significantly. Any number of realistic and relatively small catalysts could get us up to JNap's 90 mil. market cap over night. Personally, I hope it's soon because I have a lot tied up here and I just can't bring myself to sell. The upside here is unlike anything I've ever seen. I typically don't do OTC, but AMBS is a very rare opportunity. IMO