I believe we are going to be here for a while. And I'll be perfectly fine with that as long as the Anergis deal is a complete success and the LCA is signed. Because if that happens I know Mymetics will succeed long term. Vincent hasn't come this far to just back down off of their AllerT Ultra-fast Allergy Vaccines.
The video said if the results were successful, then they would in-fact move forward with the next steps. The next steps being the development of their 2nd generation Allergy Vaccines. Judging by their body language and the fact the results in December were a success, I still believe there is a strong chance that the LCA is signed in the very near term.
Ole Vincent's website has a pattern of updates on it, and I think we are due. Vincent is going to get that money in my opinon, the question is how much does Mymetics shareholders benefit.
And everytime I start to doubt about that or MYMX I must remind myself, that Kempers, Fleury, Stegmann, and Burkhard, are all in the same boat as me. Because we all own the common shares. Burkhards notes are paid for in Shares and rights to the patents should Mymetics ever default. And any proportionate changes that will happen to me will also happen to them.
We all need to trust that Mymetics is doing something to build shareholder value here because we are in the same boat as them. The time limited option in my opinion is in effect because the longer they wait the more they pay. Mr. Kempers did that for a good reason imo.
Many unknowns, but yet enough to see a possible favorable outcome for us.
We have multiple possibilities to bring in multiple hundreds of millions of dollars. It's taken longer than we had hoped for, but the Anergis deal will be a game changer. Mymetics has never gotten this far before with a Vaccine deal as a delivery system as far as I am concerned, because in the past they have been developing deals for their own vaccines for particular viruses (Except for Immugene)- to be for sale or partnership, but this particular deal with Anergis is for a Vaccine that is already being developed by Anergis! "AllerT"
The Virosomes being exploited by Mymetics more as delivery systems for the allergy market is worth a whole lot more than ANY deals that Mymetics has done in the past. That's whats different here this time with this deal, compared to any previous deal's they have had. Immugene could have been big but the results failed, Astellas was good and we received 5 million dollars, for a deal worth 80 mil, but it fell through before the rest of the revenues could be realized. But the Astellas deal wasnt for a delivery system, it was more for a particular virus. (RSV).
The RSV vaccine deal with Astellas will be small compared to this Anergis deal. The RSV market is apx. 2.3 Billion compared to Allergy market of 11 Billion and set to grow to 15 Billion in a few years. That video showed us they are projecting billions of dollars in annual revenues and that is nothing but insane if Mymetics signs the LCA with them considering this stock is trading at a 7 million dollar market cap with a 79 million float. If AllerT makes it to market it will take a significant portion of that 15 Billion dollars per year in annual revenues.
The only reason this stock is sitting under .03 right now is because Sanofi was another disappointment, and dubster and a few others sold their shares on the bid. But imo. Sanofi was not worth the time. The Influenza market wont make or break Mymetics.
In my opinion I expect to see a large upfront payment made here and equity financing to hit in multiple areas this year and next. The PR should tell us more information as to what Mymetics will be guaranteed.
The Delivery systems for RNA, Allergy, and Thermo-Stable non-cold storage as most recently relevant for Mymetics. We are very starved for updates and Mr. Kempers is probly too busy working out the real concrete parts of this deal to be doing some of these cosmetic details right now is my guess. But I think we will be happy with this when its said and done if we have the time to wait it out.
EtheRNA
Anergis SA
Non-Cold storage manufacturing
HIV
Malaria TBV & Multi-stage vaccines
All of these are capable of getting funding and moving forward.
and imo. all 5 of them have potential for more than 100 million in annual revenues going to Mymetics.
They are looking for an exit strategy. And I don't think they quit until they have one.
Let's keep the faith for now. I'm trying to be positive here and I apologize if someone thinks this is pumping. But I am optimistic still after all the negative talk.
All in my opinon.
