RE:RE:RE:RE:Antibe Partnership to Accelerate Drug PipelineThey need to have clarity that chronic indications are feasible but do not necessarily need to conduct large clinical trials for chronic use in OA until a partnership. It's best to have as much cash as possible for negotiations and firm up chronic use in cost-effective means.
This is why the position of the company has now entirely changed. When you're an acute pain drug and your rapidly approaching a Phase 3 RCT for acute pain, the timing for a large partnership is right and this catalyst will help to push ATB-352, ATB-429, anad ATB-340 through a gamet of indications for both acute and chronic use in exchange for exclusive rights. This is the best time for a takeover. Antibe is on the radar of many pharma companies, let see what happens.
GLTA
MrMugsy wrote: If ATE can move acute pain medications to chronic indications (which I get the white-label approach), why have they spent over a million dollars on liver specialists? Dan says they are prepared to spend more to find an OA solution.
Why waste time here ?
“The Company is investigating alternative dosing regimens as a potential path forward for chronic indications.” Would this go above and beyond what’s out there now - making it the best alternative in a world of less than ideal solutions ?
mstrmnd wrote: If you have an IND/DIN for oral treatment of acute pain, it's natural progression to go to chronic pain thereafter
There's absolutely no need to do dose ranging for chronic pain pre-partnership, otherwise could burn through cash when #1 priority IND/DIN is Post-Operative Pain for Otenaproxesul
After successful Phase 2 in Post-Operative Pain, Antibe will have very successul efficacy and safety data for 2 IND/DINs in acute pain ready for partnership and Phase 3 RCTs
This is an acute pain drug company now, that can cross over into chronic pain and IBD post-partnership.
MrMugsy wrote: mstrmnd wrote: Based on quality of data from existing studies, I would not be surprised if Antibe partnered with Big Pharma earlier than expected to accelerate entire drug pipeline
Antibe can conduct multiple Phase 3 clinical trials with their pipeline simultaneously with a pharma partner - Antibe took 7 years to get ATB-346 here, with a pharma partner, all 4 of their top patents can be accelerated into their respective markets
GLTA
That certainly is one potential angle and I'd welcome it.
But - I see a required path in order to open that up to us.
346(acute) seems to be straight forward.
352(acute) to also follow suit - but - we don't know the specific purpose intended for that drug (yet).
Then - the rest of the pipeline is what we'd call "long term" or chronic type indications (for the most part).
I think ATE needs to solve 346(chronic) before any partner would be interested in partnering on that pipeline. IBD, 340, respiratory and others ... all have the same likely issue - liver confusion.
So ... ATE is working on a hypothesis based on what they've learned (and are learning) from liver experts. Can they solve the liver confusion issue?
Therefore ...
Bring acute to market - and - show that H2S IP has value. and
Solve chronic to open up the rest of the funnel to the end-game. Then ... your angle is viable. IMO