From another message board; this person has some above average knowledge of AMBS...wanted to share with everybody here:
"My opinion is that MANF will secure several licensee deals with multiple pharmaceutical companies in the months to come. MANF is capable of being licensed in six defined areas that I am aware. I know because I am very familiar with the technology, MANF, encoded by 4.3 Kb gene with 4 exons, it's located on the short-arm of our chromosome 3, if you're into science and medicine that means marvels for humans to come. Two things I guess around your question, financing is a non-issue. They can secure loans from any equity at any moment, the terms are most critical, clearly Gerald is careful with that, credit to the guy for his efforts thus far. Anyone worried about financing should just leave the stock, you need to understand the technology and it's worth to recognize its potential. Lympro "update" news will be announced any day, literally and will change that game seriously for the company. The original intent was always to license MANF and not run their own human trials, now you see this. I spoke about Orphan and Fast Track Designations when I first came on the board. I suspect three P1 trials will kick in q1. If you can license a platform like MANF, the sky is the limit. You start to gain spontaneous revenue streams and residual royalties. Rubinfeld is here for a reason, the master of this execution. Most of these occur at 5-10% for starting bio's. If the valuation of the disease being treated has a market place of 1b, we would suspected AMBS would look at 50-100mm for such a single agreement. Don't look at it like AMBS will see that 10b from RP, look at the licensing. Keep something in mind with that said, this is spontaneous, unlike waiting for trials to come to fruition. There's a licensee fee and then royalties to follow. A shareholder will recognize two pivotal points before the end of August, assuming someone else doesn't come in screaming with more money. That's not where it stops, watch for two more immediate MANF applications in the next few weeks".
