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It tells me this was mismanaged 5-6 years ago when most of the investment loss occurred and shows the asymmetric opportunity. How many variables need to flip for this to be an incredible turnaround story?
But I am not here to disparage management who've shown such extraordinary character in keeping the potential of this company alive. As predicted by several of the most active users on this board, this could've been dead years ago.
Emerging Growth Replay
Notes from Todos Emerging Growth Conference (AMBS owns 78M TOMDF)
Gerald talking about bringing in new tests to provista.
Capacity is up to 25k/day. Soon to be 50k. Focus on insitutional clients
avg rev per test $80
5000 test per day was peak
built out 6 labs across the country so far
very good start to Q1 in testing, but plateau'd lower
testing revenue was $2-3M a month
already talking to oncologists about videssa
key to videssa is reimbursement from CMS
videssa clinical study will initiate in Mexico
videssa lab will launch as cash test
videssa announcements "relatively soon"
3CL pharma is like a call option
preparing Tollovir EUA for Greece now. Board member met with Senior Greek Government.
tollovid affiliate program growing
IRB sanctioned Tollovid anecdotal data gathering
celebrity promoters can get monthly royalty/stock
more Phase 2 data will be disclosed and published
there was a recent above-market conversion for provista dx. All remaining overhang is priced above market.
internal valuation of assets is over $1B
there is a law of mutual recognition in Israel. So the strategy is to get Greek approval to trigger the Israeli EUA automatically.
a number of partnering discussions ongoing
greek covid cases heading back up sharply
over a million$ in Tollovid revenue overall
Long Covid is a hugely attractive market
Notes from Todos Emerging Growth Conference (AMBS owns 78M TOMDF)
Gerald talking about bringing in new tests to provista.
Capacity is up to 25k/day. Soon to be 50k. Focus on insitutional clients
avg rev per test $80
5000 test per day was peak
built out 6 labs across the country so far
very good start to Q1 in testing, but plateau'd lower
testing revenue was $2-3M a month
already talking to oncologists about videssa
key to videssa is reimbursement from CMS
videssa clinical study will initiate in Mexico
videssa lab will launch as cash test
videssa announcements "relatively soon"
3CL pharma is like a call option
preparing Tollovir EUA for Greece now. Board member met with Senior Greek Government.
tollovid affiliate program growing
IRB sanctioned Tollovid anecdotal data gathering
celebrity promoters can get monthly royalty/stock
more Phase 2 data will be disclosed and published
there was a recent above-market conversion for provista dx. All remaining overhang is priced above market.
internal valuation of assets is over $1B
there is a law of mutual recognition in Israel. So the strategy is to get Greek approval to trigger the Israeli EUA automatically.
a number of partnering discussions ongoing
greek covid cases heading back up sharply
over a million$ in Tollovid revenue overall
Long Covid is a hugely attractive market
AMBS still here. Still 4 separate shots on goal for recovery. First - TOMDF back on the up again. Once it goes it's gone.
Wonder why Elto Pharma business filings all got renewed?
AMBS IP(Partial)
Patent Subsidiary Owner Group Title
US20020182198A1 MANF Commissiong Dopaminergic neuronal survival-promoting factors and uses thereof
US20110212055A1/BRPI0909221A2 MANF Commissiong Neurodegenerative disorders
ES2353490T3 MANF Commissiong STIMULATION FACTORS OF DOPAMINERGICAL NEURONAL SURVIVAL AND ITS USES.
US20190060402A1 MANF Commissiong Method of enhancing dopaminergic neuronal cell growth or survival with manf
WO2011038366A1 MANF Commissiong Dopaminergic selective factors
WO2014066686A1 MANF Commissiong Brain targets for neurotrophic factors to treat neurodegenerative disease
US20170072015A1/EP3113788A1 MANF Commissiong Methods and compositions for the protection of sensory cells
US9115208B2 MANF Commissiong Dopaminergic neuronal survival-promoting factors and uses thereof
WO2009120810A2 MANF Commissiong Neurodegenerative disorders
CA2719582A1 MANF Commissiong Methods and compositions for treating parkinson's disease with manf
US20140371103A1 MANF Commissiong Methods and reagents for evaluating autoimmune disease and determining antibody repertoire
US20170274048A1 MANF Buck Methods and compositions for modulating the imune system
CA2973701A1 MANF Lowe Methods of treating motor and movement disorders and side effects thereof associated with parkinson's disease treatments
WO2012170918A2/CA2838818A1 MANF Wen Methods of treatment for retinal diseases
WO2016057579A1 MANF Urfer Methods and compositions for treating retinal disorders
EP2380024B1 MANF Roche Armet as a marker for cancer
WO2015200469A1 MANF Schwartz Manf as a regulator of immune system function
CA2725356C ELTO Psychogenics Use of eltoprazine for improving symptoms of cognitive impairment associated with non-adhd neurological and mental disorders
US20160341745A1 DIAG Commissiong Methods, Systems, and Composition Related to Neural Disorders CTE
CA3144876A1 DIAG Commissiong A biomarker for alzheimer's disease using blood samples from clinically diagnosed alzheimer's disease subjects
WO2016127113A1 DIAG Wilks Methods for diagnosing multiple sclerosis using vh4 antibody genes
US20100314251A1 DIAG Commissiong Diagnosis of Parkinson's disease
US20080289964A1 DIAG Commissiong Assays for diagnosis and therapeutics employing similarities and differences in blood serum concentrations of 3 forms of complement C3c and related protein biomarkers between amyotrophic lateral sclerosis and Parkinson's disease
"US20100294664A1
" DIAG Commissiong Assay for ALS and ALS-like disorders
US20110236917A1 DIAG Commissiong Diagnosis of Alzheimer's Disease
"WO2021161283A1
" Tollo Arad Compounds for treating coronavirus infection
"US20210378540A1
" Tollo Arad Physical methods for living tissue inactivation and detection, and physical methods in use for the detection and inactivation of living bodies (like ebola and 2019 coronavirus) in living systems and non-living systems thereof
WO2021156878A2 Tollo Arad Rapid detection test for sars-cov-2
US11129871B1 MANF Urano Compositions and methods for treating and preventing endoplasmic reticulum (ER) stress-mediated kidney diseases
WO2013112602A1/US10845371B2 MANF Urano Soluble manf in pancreatic beta-cell disorders
EP2753641A1 MANF Saarma Neuroprotective cell-penetrating peptides
FI20080326A0 MANF Saarma Neurotroofinen tekijä MANF ja sen käytöt
WO2018202957A1 MANF Saarma C-terminal cdnf and manf fragments, pharmaceutical compositions comprising same and uses thereof
WO2014191630A3 MANF Saarma Non-human animal model encoding a non-functional manf gene
CN109364249B MANF Anhui Application of MANF-targeted substance in preparation of product for treating intrahepatic bile duct cancer
CN112138146A MANF Anhui Application of MANF protein for Sicca syndrome
CN109675019A MANF Anhui The pharmaceutical usage of middle cerebro-cardiac apoplexy derived neurotrophic factor
CN112587654A MANF Anhui Application of mesencephalon astrocyte-derived neurotrophic factor in treatment of ulcerative colitis
CN110237238A MANF Shandong MANF is promoting the application in corneal injury reparation
CN110656087B MANF Zheijang MANF gene modified umbilical cord mesenchymal stem cell and preparation method and application thereof
AMBS Indications
Parkinson's Disease (PD)
Amyotrophic Lateral Sclerosis (ALS) - Lou Gehrig's Disease -
Ischemic Heart Disease
Alzheimer's Disease (AD)
Huntington's Disease
Traumatic Brain Injury/ Chronic Traumatic Encephalopathy (TBI/CTE)
ischaemic stroke
Bipolar Disorder
maintaining circadian plasticity of neurons
Umbilical Cord Mesenchymal Stem Cells for treating Spinal Cord Injury
Charcot-Marie-Tooth disease (CMT)
cancer immunotherapy
Retinitis Pigmentosa (RP); and,
other Inherited Retinal Disorders
Multiple Sclerosis Experimental autoimmune encephalomyelitis
Control of Energy Homeostasis
Liver Damage
Aging
Heart Attack
Bacterial Myocarditis
Age related macular degeration
MANF in Acetaminophen (APAP)-induced liver injury (AILI)
Glaucoma
Post-Operative Delirium via Inhibiting Inflammation and Microglia Activation
Sporadic Retinal Disorders
Other degenerative disorders and retinal injury
Wolfram's Syndrome
Diabetes Type-1
Diabetes Type-2
type 2 diabetes mellitus
Osteoarthritis,
Parabiosis
alcoholic pancreatitis
Diagnosis of Parkinson's Disease
Assays for diagnosis and therapeutics
47 Protein Biomarkers for Neurodegenerative Diseases
Assays for Amyotrophic Lateral Sclerosis (ALS) and ALS-like disorders
Diagnosis of Alzheimer's Disease
Alzheimer's Disease (AD)
TBI/CTE
Parkinson's Disease Levodopa Induced Dyskinesia (PD-LID)
Attention Deficit Hyperactivity Disorder (ADHD)
Lipidomics Assay
Exosoms Assay
Four additional Assays
Congenital Hairy Nevus
Type 3 and 4 intractable sever burns
MSPrecise Diagnostic for Multiple Sclerosis (MS)
Neurosarcoid Diagnostic Assay
Neuromeylitis optica Diagnostic Assay
Para neoplastic Disease Diagnostic Assay
Amyotrophic Lateral Sclerosis (ALS) Diognostic Assay
3CL Pharma deal closed this morning. Awesome tCell Protect update too. Check out John Zidar youtube
Welcome to IHUB. AMBS shares in Todos is only a small part of the AMBS valuation story. Hope you find the below helpful.
List of indications AMBS assets may be able to treat (aka shots on goal):
Parkinson's Disease (PD)
Amyotrophic Lateral Sclerosis (ALS) - Lou Gehrig's Disease -
Ischemic Heart Disease
Alzheimer's Disease (AD)
Huntington's Disease
Traumatic Brain Injury/ Chronic Traumatic Encephalopathy (TBI/CTE)
ischaemic stroke
Bipolar Disorder
maintaining circadian plasticity of neurons
Umbilical Cord Mesenchymal Stem Cells for treating Spinal Cord Injury
Charcot-Marie-Tooth disease (CMT)
cancer immunotherapy
Retinitis Pigmentosa (RP); and,
other Inherited Retinal Disorders
Multiple Sclerosis Experimental autoimmune encephalomyelitis
Control of Energy Homeostasis
Liver Damage
Aging
Heart Attack
Bacterial Myocarditis
Age related macular degeration
MANF in Acetaminophen (APAP)-induced liver injury (AILI)
Glaucoma
Post-Operative Delirium via Inhibiting Inflammation and Microglia Activation
Sporadic Retinal Disorders
Other degenerative disorders and retinal injury
Wolfram's Syndrome
Diabetes Type-1
Diabetes Type-2
type 2 diabetes mellitus
Osteoarthritis,
Parabiosis
alcoholic pancreatitis
Diagnosis of Parkinson's Disease
Assays for diagnosis and therapeutics
47 Protein Biomarkers for Neurodegenerative Diseases
Assays for Amyotrophic Lateral Sclerosis (ALS) and ALS-like disorders
Diagnosis of Alzheimer's Disease
Alzheimer's Disease (AD)
TBI/CTE
Parkinson's Disease Levodopa Induced Dyskinesia (PD-LID)
Attention Deficit Hyperactivity Disorder (ADHD)
Lipidomics Assay
Exosoms Assay
Four additional Assays
Congenital Hairy Nevus
Type 3 and 4 intractable sever burns
MSPrecise Diagnostic for Multiple Sclerosis (MS)
Neurosarcoid Diagnostic Assay
Neuromeylitis optica Diagnostic Assay
Para neoplastic Disease Diagnostic Assay
Amyotrophic Lateral Sclerosis (ALS) Diognostic Assay
List of AMBS related IP:
Patent Subsidiary Owner Group Title
US20020182198A1 MANF Commissiong Dopaminergic neuronal survival-promoting factors and uses thereof
US20110212055A1/BRPI0909221A2 MANF Commissiong Neurodegenerative disorders
ES2353490T3 MANF Commissiong STIMULATION FACTORS OF DOPAMINERGICAL NEURONAL SURVIVAL AND ITS USES.
US20190060402A1 MANF Commissiong Method of enhancing dopaminergic neuronal cell growth or survival with manf
WO2011038366A1 MANF Commissiong Dopaminergic selective factors
WO2014066686A1 MANF Commissiong Brain targets for neurotrophic factors to treat neurodegenerative disease
US20170072015A1/EP3113788A1 MANF Commissiong Methods and compositions for the protection of sensory cells
US9115208B2 MANF Commissiong Dopaminergic neuronal survival-promoting factors and uses thereof
WO2009120810A2 MANF Commissiong Neurodegenerative disorders
CA2719582A1 MANF Commissiong Methods and compositions for treating parkinson's disease with manf
US20140371103A1 MANF Commissiong Methods and reagents for evaluating autoimmune disease and determining antibody repertoire
US20170274048A1 MANF Buck Methods and compositions for modulating the imune system
CA2973701A1 MANF Lowe Methods of treating motor and movement disorders and side effects thereof associated with parkinson's disease treatments
WO2012170918A2/CA2838818A1 MANF Wen Methods of treatment for retinal diseases
WO2016057579A1 MANF Urfer Methods and compositions for treating retinal disorders
EP2380024B1 MANF Roche Armet as a marker for cancer
WO2015200469A1 MANF Schwartz Manf as a regulator of immune system function
CA2725356C ELTO Psychogenics Use of eltoprazine for improving symptoms of cognitive impairment associated with non-adhd neurological and mental disorders
US20160341745A1 DIAG Commissiong Methods, Systems, and Composition Related to Neural Disorders CTE
CA3144876A1 DIAG Commissiong A biomarker for alzheimer's disease using blood samples from clinically diagnosed alzheimer's disease subjects
WO2016127113A1 DIAG Wilks Methods for diagnosing multiple sclerosis using vh4 antibody genes
US20100314251A1 DIAG Commissiong Diagnosis of Parkinson's disease
US20080289964A1 DIAG Commissiong Assays for diagnosis and therapeutics employing similarities and differences in blood serum concentrations of 3 forms of complement C3c and related protein biomarkers between amyotrophic lateral sclerosis and Parkinson's disease
"US20100294664A1
" DIAG Commissiong Assay for ALS and ALS-like disorders
US20110236917A1 DIAG Commissiong Diagnosis of Alzheimer's Disease
"WO2021161283A1
" Tollo Arad Compounds for treating coronavirus infection
"US20210378540A1
" Tollo Arad Physical methods for living tissue inactivation and detection, and physical methods in use for the detection and inactivation of living bodies (like ebola and 2019 coronavirus) in living systems and non-living systems thereof
WO2021156878A2 Tollo Arad Rapid detection test for sars-cov-2
US11129871B1 MANF Urano Compositions and methods for treating and preventing endoplasmic reticulum (ER) stress-mediated kidney diseases
WO2013112602A1/US10845371B2 MANF Urano Soluble manf in pancreatic beta-cell disorders
EP2753641A1 MANF Saarma Neuroprotective cell-penetrating peptides
FI20080326A0 MANF Saarma Neurotroofinen tekijä MANF ja sen käytöt
WO2018202957A1 MANF Saarma C-terminal cdnf and manf fragments, pharmaceutical compositions comprising same and uses thereof
WO2014191630A3 MANF Saarma Non-human animal model encoding a non-functional manf gene
CN109364249B MANF Anhui Application of MANF-targeted substance in preparation of product for treating intrahepatic bile duct cancer
CN112138146A MANF Anhui Application of MANF protein for Sicca syndrome
CN109675019A MANF Anhui The pharmaceutical usage of middle cerebro-cardiac apoplexy derived neurotrophic factor
CN112587654A MANF Anhui Application of mesencephalon astrocyte-derived neurotrophic factor in treatment of ulcerative colitis
CN110237238A MANF Shandong MANF is promoting the application in corneal injury reparation
CN110656087B MANF Zheijang MANF gene modified umbilical cord mesenchymal stem cell and preparation method and application thereof
I have the most accurate picture. Cheers.
...been like this for a year
$tomdf Benzinga stream starting now
https://www.youtube[dot com]/watch?v=jFiB9P3voUk
How is mine misleading? Almost ALL of the $500k came in Q4. That's a fact, they didn't even bulk manufacture the stuff until August...
For those of us who want to try and track revenue growth across the different sources, it's important to know because the growth rate is increasing, but so far is most definitely not exponential. We'll see if this weekend changes that.
ya you tell me how much Tollovid they sold in Q3...
Testing growth priority #1
almost $500k Tollovid rev Q4
$300k Tollovid rev in Jan
Pair with Gilead or take out Gilead
Winnerpicker, thanks for your interest, happy to answer all your questions, however, I do not have a paid account, so I cannot reply privately.
To answer your question, yes, it's about as good a 100bagger play as you'll ever find, if you believe in Todos.
Todos should march up to .25-.50. Mid-March is the 10K, so I'll say by end of March. Could be wrong, I said clearly on here that the market response to that very positive Phase 2 data has confused me. Issue we run into now is lock up ends March 13.
While Gerald made some mistakes, AMBS downfall was the result of CRIMINAL activity which may be occurring again.
These convertible agreements are partial BS. Time and again, shady firms who take convertibles for one reason or another have proven they can find a market to short the stock with shares THEY DO NOT HAVE, but can demonstrate they will have in the future upon conversion. This puts tremendous downward pressure on stocks whether they convert or not, and allows them to convert at a lower level, thus they get more shares.
It's win win for them to execute this strategy. Either the business fundementals suck and they're protected and can still convert at discounts to get their fill, or the business fundamentals are awesome and they enable themselves to end up owning more of the company.
Don't believe me? Read the SEC v Magna lawsuit, or others especially the depositions (you will need a pacer account):
https[colon slash slash]ecf.nysd.uscourts[dot gov]/cgi-bin/iqquerymenu.pl?510204
https[colon slash slash]ecf.nysd.uscourts[dot gov]/cgi-bin/iqquerymenu.pl?564970
Todos has been on Fox twice as well as other outlets many times. It will be on those again, and this time with rock-solid data to discuss.
Traction will come, we've got better tread than ever.
Gerald estimated 200-250 for the pivotal trial at this afternoon's emerging growth conference. Sounds like late Q1/early Q2 trial start in Israel, but needs to figure out other jurisdictions.
I am surprised by price action today, I'll admit, but less worried than I've ever been. This data will be the foundation of many transformative things, including positive exposure.
For whoever asked, Trial is definitely stopped. They just have more detailed data to compile and share in a few weeks. Typical stuff for publishing.
Love to see the Provista Lab GM hire. Love to hear they're in the middle of an audit.
laughable
Gerald, via the financial crimes of SEC investigated financiers like Magna, oversaw the complete destruction of of AMBS financial situation, which halted clinical development of Eltoprazine, which is why Dr. Lowe was there. So he left. A sad outcome 7 years ago almost.
.. what conversions? Doubtful
If TOMDF goes up N, AMBS is going to go up N^2. 2x means 4x, 10x means 100x and I'm not even joking.
The good thing for all of you is it will take the market a bit to really figure that out.
AMBS has assets worth more than TOMDF could ever dream so long as it has a runway to execute on them. Tomorrow's results will remove substantial doubt about that future if results are positive.
I'm not saying sell TOMDF and immediately roll into AMBS. If results are unambiguously positive you'll get richer every day for the next month in Todos, and why mess with a good thing. But if you've got dry powder and don't want to chase TOMDF, get it into AMBS.
That formulation swap mid-trial... opportunity there, but that could be a problem. Just one more variable to potentially mix up the signal. Probably a good thing long-term, but yikes, this was the first time I heard about it.
Good to hear NCE has IP filed.
Indeed this was an excellent presentation today. A couple coughs in there...
What's the news that going to hit the streets in the morning? Good question.
NEWS MONDAY MORNING. ENJOY YOUR WEEKEND.
I'll just speculate here - The company is not required to PR the data lock. It's possible it's already occured. It would be atypical to do that, most companies just announce end of enrollment, and then data a few months later.
This is not a 30 v 30 trial. Will be teens vs teens for treated vs placebo. I also don't know where this 2 mortality data point is coming from.
For next week, or whenever topline is, I also don't think we'll get 50k data points, but I do think they'll publish all the data in a journal, especially if its good.
The great risk here, that dreydrey is potentially showing, is that 3cl protease given too late in disease course, is ineffectual. I am almost certain that's why pfizers avoided hospitalized patients. That is why this anticytokine storm activity will be critical in the evaluation.
3Cl Protease inhibitors are known to cause diarrhea and other gastro issues, especially when too much is taken. In the past they've been paired with meds to fight the diahrea. Another botanical company like us, JAguar Health, sells just such a pill called Mytesi. I would definitely link that dosage level to those symptoms, and the diarrhea/dehydration etc probably negated some of the positive effects of your recovery. Just my thoughts.
A friend of mine your age just lost his sister to omicron, and he'd had it the week prior. Besides losing his sister, he's devastated with guilt. Makes you think. I was never a fan of doing this trial in hospitalized setting, but if the data turns out good, this will be meaningful.
This video, while newly posted, is from an event in March 2021. Glad some of you dug it up, but some of you seem to be discovering new info. See link below. None of the information in this video supersedes more recent information.
God Bless Dr. Arad, but she can't do what Gerald does. There's a reason companies have CEOs, CFOs, CMO's, CSO's etc.
https://wisdom.thealchemistskitchen.com/event/covid-19-health-and-wellness-a-holistic-approach/
Chunter, Protip- when amended documents like this or other financials come out that are super long, download both, take the original and the update and put them into a document comparison tool that will highlight the changes. I use a free product called draftable.
Let me summarize my take - There are a bunch of warrants out there, which were all cashless, and converted near 11 cents. In order to flip these to cash warrants, we've introduced a 20% conversion discount if our stock price is below 11 cents. This is irrelevant to the retail investor, but a good hedge for those who hold the warrants. For retail, tollovir and revenue etc are either great and we'll be above 11 cents so no discount, or we fail in which case we're screwed anyway.
OMG. It's an amendment. Listening to some of you... serenity now.
Huge update in the prospectus. Names the company that screwed us and gives tentative good news:
"During the first quarter of 2021, the Company’s contractual agreement to supply Covid-19 testing kits to NOAH Laboratories, Inc., a significant customer expired. At
the customer’s request, the Company continued to supply Covid-19 testing kits until such time as the customer requested that the Company stop doing so. The customer has not
yet paid for some of the Covid-19 testing kits so supplied and has not yet renewed its agreement with the Company. On November 15, 2021, Todos USA sent a demand letter
(the “Demand Letter”) to the significant customer with which our contractual agreement to supply Covid-19 testing kits expired. The Demand Letter seeks (a) payment for
testing kits that Todos USA supplied for which it was not paid, in the amount of $3,465,000, (b) the return of Todos USA’s equipment, title to which remains with Todos USA
unless and until the significant customer meets a minimum purchase requirement, and (c) payment of damages as a result of the significant customer’s unlawful retention of
Todos USA’s equipment, in an amount anticipated to be $2 million. The Company and Todos USA are negotiating a settlement with NOAH Laboratories, Inc., which the
Company believes will result in most of the Company’s demands being met."
@rayn_Makr we can definitely get a meaningful p-value, but you're right, it won't be well-powered enough, and almost certainly insignificant enough for FDA. Our only hope their will be the low risk zero safety issues. I will be a repeater for GC though, the biomarker data they're attaching will be meaningful. Will show the biological effect to make up for the low numbers. At least that's the objecive. This is all about partnering though.
There is no point in doing anything about Tollovid until this data comes out. It's a waste of money either way. Someone needs to come in and run away with this.
And putting out revenue plans is impossible. Covid is come and go. Until we get Videssa and maybe Lympro out on the market, we will not have sizable adoption in predicable markets. We've got the right hires for that when the time comes though.
Gerald with a few tweets of interest tonight "up to eyeballs in testing" "Q4 was a very very big quarter for us"
The deal not closing yet could indicate all sorts of things. YOu need to be open minded, it's not all bad outcomes and you don't have a right to insider information. You're tripping man, clearly overinvested.
Regarding the NLC/3CL deal Gerald said two weeks ago:
Gerald Commissiong
@G_Commish
Replying to
@jh03444349
and
@todosmedical
Still finishing up certs, there are a few delays with COVID disruptions getting documents from government agencies. Still very much on track to close this in short order. I think the focus should be on Jan 26 and everything will be in place by then. Exact Timing with COVID tough
You've yet to explain why this is such a big deal? Like what it the deal doesn't close? It's still a Todos, NLC JV
Always promising and not producing is not a fair statement. Revenue for Q4 and Q1 will be impressive at the very least. G's been on the frontier of this virus for some time. 3CL before anyone knew about 3CL. Mobile labs before government was considering mobile labs. He was predicting and preparing for winter wave in June when we all thought Covid was over.
These are moves you have to make early and facing uncertainty. Government policy always lags the requirements of reality and the future is always uncertain. You don't need to bat 1.000 to win the game.
And this extends beyond Covid. I follow all sorts of biotech folk on twitter. I have never heard a single word before today connecting the immune system to CNS outside of GC, but we saw that today - a prediction that this would become a primary focus of the CNS space. If that's the case, lympro will be front and center again, and of course those next legs for Videssa are set-up for success with non-dilutive cash flow too.
Perhaps EU authorities are waiting on P2 data like everyone else and their mother. A couple weeks now. Make sure you're not over or underinvested and wait for results.
Only hope f0r $20 would be through a R/S. $1-2 pre-R/S *may be possible, fingers crossed. I think more likely $500M-$1B valuation
no, they're not, but you raise a valid concern. No patent protection right now, though there is a proprietary method of production and a whole-of-scope development program here that should position 3CL favorably to be first to market in the corresponding chemical entity.
22 people have rated the Daily. OVer 2,000 unique customers as of last CEO update.
Too late because a billion dollar company acquired rights to a less effective, farther behind, unproven 3CL protease inhibitor?
we're here so a 10 billion dollar company can acquire rights that adjust our valuation to a billion dollars. There's a line, an Everest was never in it.