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jacmar1965

07/06/14 1:37 PM

#103967 RE: JPetroInc #103966

JP, why $35-50? I think LymPro has more value than that, with AH, CE+TBI and include US+ROW......150m up front is not out of the question.
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JLM27

07/06/14 1:56 PM

#103969 RE: JPetroInc #103966

A partnership announcement will come, but I wouldn't expect it at the AAIC. Per Gerald's June 18th blog, "we are currently working through the intricacies of what [a partnership agreement] would entail. [] We believe the data to be released at AAIC . . . will increase the value of LymPro and give us additional leverage in negotiations."

In other words, no partnership agreement has been executed yet, and it is very unlikely one will have been prior to the AAIC. We should expect Gerald to release data, but not announce a partnership. Let's keep expectations in check so as not to suffer another disappointing PPS move after inflated expectations meet reality. We should be focused only on the data that will be released, and that should be a great milestone in and of itself.