Amarantus Bioscience Holdings Inc (AMBS)

[betelgeuse]

Sent a nasty, abusive email to Don Markley on Tuesday. That guy gets on my nerves. Anyway, he forward it to Gerald who replied yesterday. I will not quote him but here are the pointers:

1. The company has come a long way since Q4 2012.
2. Delisting from Berlin exchange was crucial.
3. FDA's push towards early diagonsis/prognosis has coincided perfectly with LymPro revival.
4. The company is looking forward to LymPro commercialization.
5. BD deal was the biggest victory for the company in 2013 (so far), since, apart from performing validation studies, it has the capability for a successful worldwide commercialization.
6. Financing and the sucky pps are not the immediate concerns to the company, contrary to what the shareholders think.

To me, 4 and 5 are the smoking guns. It is clear that AMBS is already looking beyond LymPro's effectiveness. It seems that LymPro phase-1 and phase-2 results establish its superiority over any other Alzheimer biomarker. That is why AMBS in not even worried about the BD results. AMBS is already planning commercialization.

Since AMBS is positive about BD results, it seems that AMBS has developed a close rapport with BD. Do not forget that according to Gerald AMBS has been working with BD for a few months now (even before AMBS-BD deal was announced). IMO, AMBS feels that there is no reason why BD would not want to pay AMBS for in-licensing LymPro for the CLIA study and the subsequent commercialization. A first-ever Alzheimer blood biomarker would be a great asset for any company to have under their belt.

Based on 4 and 5, IMO AMBS is confident that the financing issues will take care of itself (with CLIA fees that AMBS will receive). This will solve the PPS crisis as well.

When you consider the BOD, BOA, LymPro, MANF, orphan indications, BD, you will realize that at under-3 cents, you have hit a jackpot. Had the stock been trading at say 3 dollars, I would be doubtful whether AMBS is overpriced, can they make it, are they genuine, should I wait to enter etc..., But at 3 cents, the Wall Street is sleeping. This is your opportunity. Take it or leave it.