InvestorsHub Logo

shamalam

01/10/15 12:18 PM

#110841 RE: Solantey #110838

Safe harbor is noteworthy?
Ambs

joboggi

01/10/15 3:09 PM

#110843 RE: Solantey #110838

1. Lympro will not bring significant revenue in 2015 or 16. It takes time to get anything going in Medicine. Significant would be more than a million. The numbers have never been that good but some still hold out hope that the numbers for this test will improve.

2. Eltoprazine does not even have a Principal investogator, sites designated, a clincialtrials.gov notation, and most of all clear funding, they ALSO noted that the number of people in the study will be MUCH less than previously noted. MJFF, as per GC noted they will need additional data before they support this product, so that is typically diplomatic speak for saying they will pass. One thing of note, you will remember that AMBS was saying over and over that they could get ODD for this. That was more than wishful, it was an outright lie, since PD is not an orphan problem at all.

3. ESS here is an opportunity for revenue this year if they get a partner to give them upfront payments and what not, however, it remains to be seen how much of the asset would be left for future revenue.

4. Ditto with MANF in eye indications.

5. P 16 appears to be dead in the water at the moment. As I recall the inital agreement had a 90 day stipulation for a final agreement and that 90 days has passed.

So, we will see, the only way that ESS and MANF get their proper research is by getting someone to give AMBS money. That will happen, and then we will see just how much it will cost. Dilution is NOT enough to pay for this research, it will have to come from future revenue loss traded for a partnership.

BOTH compounds have competition in the marketplace for their indications so that will have a large bearing on the ability of AMBS to get a good deal.

joboggi

01/10/15 3:41 PM

#110845 RE: Solantey #110838


IOW, the standard AMBS prs speak with forked tongues. They use these statements as a well, we told you so, we were just hoping with the outlandishly positive prs we release on a regular basis.