RE:Amalgamation and Partnership Hideaway wrote: Mugsy,Forest and Actuarial all have very positive views on ATE.Just wondering if your opinions would change if we do not receive confirmation of amalgamation is completed by end of April as expected.As a bare minimum,would you anticipate an explanatory NR if this timeline is missed.Any thoughts you have would be appreciated as it speaks to the two issues I consider needed to achieve transparency and meeting expectations.
Not expecting definitive news on partnering but an update on this and other progress in any NR would also be very helpful.
TIA
I'm honestly not even paying attention to amalgamation.
I'm looking for new drug development, preparation for P3, start of P3 and moving 352 and 340 forward.
I am a little confused about 340 and the original plan to run a new molecule in parallel to see if a more efficient molecule beats out 340. Instead, Antibe seems to have chased an IBD drug instead. Unless ... the 340 replacement is being trialled for COVID. Then we are further ahead than I expected.
I too don't think there will be any further drug deals for a while. We're not negotiating until the stock price makes a major move upwards. We'll be on a U.S. exchange way before something like that happens.
So, in summary ... it's all about moving drugs forward right now. I'm not going to worry much ... as I expect ATE will be in favour at some point before P3 begins or at some point shortly after it begins.
Finger's crossed !!!