RE:Must be bigbigmack1 wrote: I woke up with clarity and hunger for more shares today. Amalgamation indicates to me that they are preparing for a larger transaction. The sp is far too stagnant and unmovable. I believe this is the second large clue. My bet is that they are currently wrapping up negotiations with BP. Otherwise, we would have more attention from upper management. They would be actively trying to move the current sp north of $4 with nr's etc. I believe that this is going to be halted at any moment. It's simply too quiet given the circumstances. I believe that much much more is going on behind closed doors. It's far too quiet to be normal!
This is not investment advice. If I had investment advice, it would probably be to get out of high risk pharma stock :)
But I am personally certain that something BIG is going on.
IMO
DYODD
Big Mack ... I do like your enthusiasm and I certainly agree that amalgamation is in preparation for something bigger. We know they want to partner on OTENA before going into Phase 3 - we just don't know how it's going.
Currently wrapping up negotiations? I hope you're right.
In terms of giving us more attention and actively moving the share price ... I think it's all one and the same. They just need to complete things in a certain order to get things going ... then ... the share price will have no choice but to follow.
1. The company wasn't ready for negotiations and needed to complete Phase 2B to become desireable - Phase 2B complete ... OTENA is safe and well-tolerated.
2. The company needed to up its game and to do that, they needed to cash-up and ignite the development plan. R&D and academic studies needed to become a priortiy but we were cash poor - corrected - issued shares and struck a deal with Nuance.
3. Share price was too low to get them onto a U.S. Exchange - corrected - reverse split completed. Now we go whenever we want (timing to to suit ATE).
4. Company had to unlock value and clean-up their structure for Big Pharma negotiations - corrected - amalgamation.
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So what's left ? Just to complete some deals and be done with it ? Far from it (IMO). The assumption going forward is ... they will strike deals for OTENA but selling Big Pharma on a partnership is much bigger than OTENA. OTENA is the initial carrot that sparks true partnership discussions on gaseous mediators. It's all about what ATE has to offer and what it can do to help transform a Big Pharma.
Not all Big Pharma's are made equally and ATE can help some companies more than it can help others. That's what takes the most time IMO ... having those discussions about what H2S (and more generally - gaseous mediators) can do to transform a business.
For example, if you look at Novartis, I see how ATE can easily pitch to them. Not only can you get them into pain/inflammation, leapfrogging to become a leader, forging a new era of pain management. They may be able to help them with ... cancer, cardio, immunology, neuroscience and even in opthalmology (as H2S studies may suggest). But, Novartis is just one of many ... so ... if they do this right, they will find the best fit and they'll find the company that finds the greatest value in a partnership with ATE.
At this point, you can't fear the present share price (if you're ATE's management). You have to go after the prize ... the deals that can bring the greatest value to shareholders. Not the greatest immediate returns but the greatest returns over time. If someone decides to buy you out, great, but you certainly can't expect that as management. You forge your strategy assuming you will be a standalone. That's good for your future business and it's good in negotiations.
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In the meantime, while we wait for the most important part - Big Pharma negotiations - I do what I do best - wait - nibbling at some low share prices that are gifted to me.
So, I kindly ask all shareholders to quietly continue to sell your shares at market and let the accumulators gather them up.
: )