The Copenhagen Conference is in about 7 weeks. Would they wait that long to announce the partner? I doubt it. They are putting together Revenue Guidance and their marketing plans in preparation for a September or October commercialization. So they need to get the show on the road. Would Gerald have announced we have selected our LymPro partner unless it was a done deal? No. So we could very easily get a partnership announcement very soon!
It's funny, when I was speaking with Gerald and referred to our LymPro partner, I presumptuously said "Quest" to see what kind of response I would get from Gerald. There was no response. Not a smile. Absolutely no hint. Neither my son nor I knew what to make of that as we drove home. So Watson saying that this BofA Analyst suggested the partner is someone other than Quest is an interesting development.
The up listing in July was a surprise to me. Based on my conversation with Gerald, I did not pick up it would be that fast. I would have said, and did, that they would see where we are in August or September and decide then whether or not to pull the trigger. I would have given it a 70% chance Gerald would up list in the Fall, and a 30% chance they would wait until first quarter 2015. So Watson's news of it being as early as July is a surprise to me. We'll see.
We did speak of Dr. Urano and Gerald seemed to speak of him with fondness. We also spoke of Maart Sarma and he told me something interesting. Remember last year Gerald went to Finland for some Conference? That was right around the time Watson told us of the Grant Sarma got to study Diabetes and MANF. Well, Gerald told me he spoke with Sarma at that Conference and told him Amarantus possessed the patents for Diabetes when using MANf. Gerald said Sarma was not aware of that and didn't seem very happy to hear that! Gerald refers to Sarma as a great scientist, but that he is "a day late and a dollar short when it comes to MANF." That's a quote. I don't think we'll be doing anything with Sarma, but I do think we'll be working with Dr. Urano. So I'm not sure what to make of Watson's comments about Type 1 Diabetes not going through Urano. Maybe someone more knowledgeable can explain this to me?
The next several weeks could be good: LymPro Partner, MANF orphan drug indication approvals, more data on Wolframs. If the Wolframs data is good and it gets orphan approval, Gerald told me not to count out a pre-clinical Partnership!!
I can't respond since I am banned to one post per day.
News 
Market Data 
Discover 
