GREY:ATBPF - Post by User
Comment by
Pragmatiston Apr 20, 2021 11:32am
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Post# 33029166
RE:My summary of ATE's webinar ...
RE:My summary of ATE's webinar ...MrMugsy wrote: Just a quick couple points that I thought were important:
1. AH roll-in could push out to Q2
2. It sounded like Dan said NASDAQ later this year - that would fall into our previous guess for the fall (right about P3 launch).
3. ATB-352 ... move forward rapidly (into P1 within 12-15 months). I thought it was coming sooner but there's the latest.
4. ATB-340 ... they are working on a new patent for a follow-on drug (In my opinion, that would be the proof Big Pharma would need regarding a potential extention to aging patents - a value generator if you will).
5. The IBD drug is Mesalamine - add to that the H2S properties. Seems to me the Mesalamine market is work $3B globally and the global ulcerative colitis market may be around $7B.
6. COVID - working with a lot of effort but the first study was only in a test tube. Nice results, encouraging, but early in the game. Going after lung inflammation. Thinking ... that could relate to many other things - lung inflammation related.
EOM
Canadian Trial NCT04555109 is collecting blood plasma samples from recovered covid patients to build a national sample repository. The samples are being made available to pharma and biotechs to pursue their own drug developments. To quote: "Researchers from other universities, the government, and drug- or health-related companies can apply to use the samples. An industry partner is an organization that may be a pharmaceutical company that wants to make a new drug or test a currently approved drug for another disease or population. It may also be a biotechnology company that develops new ways to treat or diagnose disease."
Both Trial NCT04555109 and Antibe are working in collaboration with the Canadian National Microbiological Laboratory in Winnipeg.
Dan also said during Radius that he looking for candidates to replace 352. It appears that ATE is moving forward on two different paths: one involving existing ATB-NSAIDs that are protected by old patents owned by Holdings; and the second employing new molecules with new IP/patents, probably involving the American chemist, and maybe replacing the former. It will be interesting to see who owns the new IP - Antibe or Holdings.