All in my opinion: Gerald will be announcing Lympro execution and marketing strategy, still any moment, still appearing to be independent, now closer to fruition with the money available. You got another MANF indication, which is great and your diabetes updates should still be asap. I truly believe that most pharma companies are cash strapped at the moment and worried about the ACA, Obama-Care. There's a lot of uncertainties when I speak with friends about the future of medicine and what will or won't be approved. Lympro is more effective financially if AMBS goes it alone, more sustainable and although I know all want to see a partnership, or leverage, keep in mind that tied in with a good diagnostic and marketing campaign, effectiveness and price will trump which pharma name sits over it. Keep in mind when a dr prescribes you something, how often is the name important to you, unless associated with lawsuits? This will bring far more money back to the bottom line and will help continue the MANF platform execution through collaborative processes in colleges and universities. This is very good news, I would suspect the market will be happier about it once they see what AMBS' intent is.
Watson: I think you are right about the uncertainty ObamaCare is putting out into the healthcare industry. However, Alzheimer's Disease is NOT going away whereas ObamaCare might! So long term LymPro is in good shape. And you're right about foregoing a partner on LymPro. Perhaps if we have good enough financing we might keep more of the LymPro revenue pie for ourselves by going it alone. So today's news is a nice way to set the table for updates on LymPro, Retinitis, & Diabetes that are sure to come in the near future. Next time you are in Southern California, we'll barbeque for you.
so.....now both riskreturn as well as watsonhelper have collectively changed their tune and AMBS will be just FINE without a commercial partner to launch LymPro.......cause we've got some more dilutive monies! What a pair!!!
A Lympro deal with international markets likely makes the most sense keeping most, or all, of the US for AMBS. This cash access deal as I refer to it will certainly make data announcements mean that much more now.