From another message board:
All an opinion, so take it for what it's worth and never buy on anything anyone says on a MB. BD estimate entry for licensing agreement in next three weeks. Trial partner (Pharma) on RP announcement in next couple weeks. Estimate BD will be 30-40mm up front, my guess is 38. BD will NOT be allow to buy, rather to license, just to be clear. Guess is that Lily is not bidding enough. It will cost them less to reduce pricing to comply with governmental reimbursement on Amyvid. Diabetes data out and TBI data out in next month. All stuff to watch for. All rumor in scientific community and they rarely are wrong, 99% don't invest, nor do they worry about it. The RP news was supposed to drop 7/15 on the streets and BD was also supposed to be by now, nothing ever quite works the way one would think and usually hits little snags. I still feel bullish on Lily, the relationship established will just open another door. Less
This persons previous Post:
"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".
