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GS1

03/14/13 2:51 AM

#64213 RE: lewsogge #64212

By his estimate, MANF would acquire 14% market share by 2025 after FDA approval in 2021.

The PD maket currently 3.5 Billion and lets say by 2027 it is close to 10 billion. But not all of market share is given to MANF because of competition such as CDNF, GDNF (if successful) and others. So company that is partnering with AMBS would get 14% of 10 billion. i.e 1.4 billion and AMBS would get royalty of 10% of it. i.e 140 mil.

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Rotten Johnny

03/14/13 8:08 AM

#64219 RE: lewsogge #64212

AMBS is only worth $0.07 today, which is what the Market values it at.

Once we have revalidation from Germany at EOM, this will change.

My best guess estimate is $0.12 at that time.

Here's to hoping the Commissioning's sell AMBS outright to a Big Pharma - min. $150-Mil. at + $0.70 pps.

Good luck...
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blackhawks

03/14/13 10:06 AM

#64270 RE: lewsogge #64212

No he said it is worth $42 million right now, or .19 PPS... not including the diagnostic platforms which have the potential for $800 million/year revenue in the medium-future. So by his analysis we are grossly undervalued right now.



But, is the analysis correct? By this point I wouldn't be surprised if the author himself isn't puzzled by the retreat in AMBS pps after his article appeared.

So far, then, the share price is not reacting as though the information is accurate or as though it is accepted. We have all of the potential new investors who read Seeking Alpha and of course we have the ihub investors who are mostly inclined to agree with at least the science in the first article and the recent article's short term outlook for AMBS.

The absence of positive impact on trading action following the article actually makes me apprehensive for the appearance of his valuation on the Diagnostic piece, not for any deficiency in the analysis but rather for a realistic estimate of time to market.