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Skeetz99

10/12/13 12:59 PM

#86993 RE: Sapere Aude #86987

My friend:

It is a frustrating time to be a shareholder here. However, I still hold a lot of shares and haven't sold any...in fact I have continued to accumulate for months now.

Specifically, I don't like that their has been so much confusion (and so much dilution) with the financing deals. It should not be this complicated (for many) to understand either...in terms of what's really going on here.

Most importantly, the same potential exists (as always) and drug/product portfolio has amazing potential. Overall, I am a huge fan and supporter since fundamentally everything seems to be moving forward. Lastly, this process is a journey with many chapters in it still waiting to unfold; and I am expecting some surprises....so it just requires continued patience.

ikearch

10/13/13 2:42 AM

#87021 RE: Sapere Aude #86987

My reasoning behind why I believe $350 is an inaccurate price for the LymPro blood test is multi-tiered. First, like any new product, in this case a must have, there will be a lot of interest. No one has this test, making it valuable due to rarity and the public's need and want for an early-stage diagnostic blood test for Alzheimer's disease.
Second, compare the $350 estimate to other types of biologial tests on the market and you'll see that $350 is very low for something this important. Lipid tests cost around $70, metabolic panels around $180, some urine tests can cost $200-$350, etc... This test will be priced to reflect savings when compared to other exams, noting that it is a precursor to other tests, however. MRIs cost approximately $3500 and CT head scans about $2500. The test price would need to be much lower in order to be attractive but high enough where it's marketable.
Third, being AMBS's first product and potential backbone towards future developments, they will need to raise enough revenue to expand their team and what not. It will cost money to get other key players to boost their credibility, hence why they went through BDX for validation.

Of course this is all just speculation, as are pretty much all posts on this board. I don't claim to know anything more than the next person.