Chris, I agree with your thinking on value. If this test is what we think it is then we are looking at a whole new field of study that til now has been severely limited. Modeling the dynamics of this diagnostic system clearly shows how AD progress has been constrained by technology. If a quick, accurate test for AD is demostrated then one foresees an explosive growth in learning and diagnostics leading to more knowledge which begets better diagnostics, and so forth. Like the man said, "the end of the beginning". PPS estimates (1.00...who knows) based on histrorical models and rationale are alomost meaningless in this scenario. Obviously I do not know either, massive if it works.
Looking forward to REAL results with REAL products and REAL ANYthing. I am long and remain loyal to GC, BUT the vapor of laboratory academic what ifffff's has faded. LymPro is an example of a REAL product application which will lead to revenue and credibility. Vaporware is great (keep it coming) but REAL is where it's at for me. Talking about delivering and actually delivering are not the same.
Agree Lympro is in the pattern, he called downwind a year ago, has been cleared to land, VFR, 20 knots over the deck, deck is green...time to put it on the numbers.
I am typically a cautious guy but this work by GC deserves recognition for it's thought, technical format and overall competency. It also demostrates the kind of risk takeing we admire in real leaders. He is putting it on the line. WELL DONE, EXCELLENT.
When a CEO makes statements like these he is putting his career on the line, maybe more. It takes courage and a sense of committment to do this. This is not vapor.
It looks to me like they expect Lympro response to be massive. Let the smoke clear and trump with additional science. Not very scientific but there it is. For the sake of patients, let's hope it is that good.
Cannot get this out of my head..."We believe this data will be the most compelling for Key Opinion Leaders (KOLs) and pharmaceutical companies, our target market for the initial launch of LymPro, as this will provide longitudinal data regarding LymPro’s performance and diagnostic integrity"
He is saying I think that the retrospective review will be powerful. Massive and compelling in it's consequence. He wants to let that sink in, then talk to the diagnostic tools and applications second. Academics and clinicians will move from not knowing what they don't know to knowing what they don't know on the path to treatment of AD.
This is what we are witnessing (IMO) from a basic learning process perspective. Instead of sitting around in the dark trying to treat AD we may be witnessing a breakthrough. This opinion based on the belief that there are enough really smart people around who(KOL), if given the right tools, will cure this thing. Maybe I have too much faith in GC but that is what I read with his comment
If he has a tactical plan it might be a classic set up. Compelling data with AD historic diagnostic evidence , w/follow up proof at AAIC in a room full of people who are payed to win big games. And, it's his conference....BRILLIANT. BTW, stay tuned and return to our NEXT session if you want to be counted among the well informed . If this works, our little company just hit a walk off.
I probably have more invested here than I should but will stay the course. Yesterday was a bad day which again made me rethink how I got here and would I stay. I am here because, in a limited way,I am compelled by the potential of the science. The fact that a man, a former professional athlete who is blessed with a brilliant heritage has been able to gather a team of the worlds best scientific, Pulitzer level scientists is not a set of random events. They are here for a reason, owning is a leap of faith in that promise. It goes on but once one reasons over this set of facts days like yesterday are only just disapointing. So I'll stick, notwithstanding the parasites.
We do not know why GC is doing what he is doing. My own theory is he has leverage and is using it. He states the evidence will be "compelling". I read that as a show stopper(it better be). It is bet the company time, the nuclear option for a tiny company...Lympro or bust. He did not make this decision by himself.
"The LymPro Test® is the Company's flagship blood test for Alzheimer's disease. LymPro was designed with the purpose of diagnosing Alzheimer’s in its mild to moderate stage. This patient-specific identification has the potential to become an invaluable tool for Alzheimer’s disease clinical trials, where there has been a well-documented history of patient recruitment errors related to inaccurate diagnosis of Alzheimer’s"
Wrong, let's have a president elected on the content of his character and not the color of his skin...that's all we ask.
This, ladies and gentlemen is hardball...all the best.
"The Company has had 3 posters accepted for presentation (analytical performance, LP001 retrospective 7 year patient record clinical performance data, and LP002 2014 clinical performance) at the Alzheimer’s Association International Conference (AAIC) this July in Copenhagen under the direction of Dr. Louis Kirby and Paul Jorgensen. Our primary focus will be the data of the LP001 retrospective patient record study currently underway with our collaborator’s facility at Banner Sun Health Research Institute in Phoenix, AZ. We believe this data will be the most compelling for Key Opinion Leaders (KOLs) and pharmaceutical companies, our target market for the initial launch of LymPro, as this will provide longitudinal data regarding LymPro’s performance and diagnostic integrity.
The Company is contemplating withholding the release of the LP002 clinical performance data until our #C4CT Concussion Awareness Summit, which will focus on TBI-induced Alzheimer’s disease, at the United Nations on July 31st. This would allow the Company to maintain a laser focus on potential customers at AAIC using the most compelling LP001 retrospective data and allowing the information to be thoroughly digested by the scientific community and analysts. In doing so, the LP002 data would be shared with family offices and a world-expert panel of TBI and Alzheimer’s researchers who would then be in a position to sign on as sites for the validation study required for CLIA registration. We will update the market on this option in the weeks ahead. - "
Bio_guy...I am long AMBS and believe the LYMPRO retro data to be reviewed in July -Copenhagen is essential to AMBS credibility. GC has stated the evidence he will show is/will be compelling. Can you please comment on the likelihood of this report being important to AD investors and Pharma? On a scale of 1-10 (10 being massive) , what do you see happening in Copenhagen? Impact to AMBS? Repeat I am long AMBS and a GC supporter but I do not tolerate vapor well.
Sentiment: Strong Buy
HUH?...well I predict the next month will determine the future of this little company. Talking about doing work and actually DOING work are not the same. We all know that of course, GC wants to start doing IMO.
My hope is the Lympro data not only supports patient Y/N AD diagnosis with high confidence but that it will establish a level of granularity in output which supports treatment going forward. If this is the case then Pharma people will be all over AMBS. My hope is that is what GC meant when he used the term compelling. Frankly, I am surprised some of that has not leaked. Evidence of leakage would be a run up of course. IMO.