InvestorsHub Logo
Followers 4
Posts 326
Boards Moderated 0
Alias Born 10/19/2005

Re: None

Monday, 12/24/2012 4:58:53 PM

Monday, December 24, 2012 4:58:53 PM

Post# of 130505
Excellent Rubinfeld interview:
From 10 yrs ago to give you a sense of what he brings to the table:
http://www.twst.com/interview/8279

Again, I believe he will help AMBS strike an in licensing deal and also get help them get substantial funding. I believe AMBS should be worth at least $75 mill right now (about 4 to 5 times current value). I'm basing this on relative valuation for GDNF with a substantial discount and on patent protection...remember a partner from Hermo Pharma (VC backed and MJFF funded company that challenged the company's MANF patents and lost) was quoted as saying that the company's MANF patents "cause an undue burden" on anyone trying to test MANF or anything with a 90% homology (ie similarity) to it.

http://m.seekingalpha.com/instablog/167303-jonathan-verenger/1348791-exciting-field-in-cure-for-parkinson-s