Putting The Arch Puzzle Pieces TogetherHere are the pieces i have come up with, please add to my list with the pieces you have so we all can get the whole picture of what is going on at Arch
1. The stock is at an all time high with no news, up 80% last 3 months. Buyers are definetly anticipating good news
2. We know that they have completed P2 trials and are waiting on Health Canada (Canada's FDA equivalent)
3 . I have not heard of any adverse reactions in P2 trials.
4. Turkey in the P2 trials asked for more patients, why would they ask for more if there were issues?
5. They added new facilities to expand P2 trials like VA Hospital in San Diego Ca and another in Canada.
6. Management and Insiders own around 59% plus another 6% with family and friends.
7. They have spent the last 10 years working on this Metablok (LSALT Peptide) They know what they have and they are not going to give it away on the cheap.
8. They have accomplished all of this without Wall St. or Bay Street financings. 47mm shares outstanding 10 years ago 61mm now. They have been extremley frugal with shares Unlike most microcap stocks. No warrants Out, they did covertable debt financings with knowledgeable insiders and friends at then current market prices
9. Canada Govt funded P2 trial for Lungs So if no adverse reactions in P2 why would they not fund P3 for lungs?
10. LSALT Peptide can be used for inflamation in not just the Lungs but also other organs. IE Kidneys which some estimate this is a $20 billion market alone
11. Arch also has a porfolio of other drugs in their pipeline ( I believe around 18) in various stages.
12. This is not just a Covid play. However because of Covid there is a definte urgency to expedite the trials. Possibly when P3 gets underway if they see that it is working they could speed up and give approval a lot sooner than what people are anticipating.
13. In my opinion the Canadian Govt desperatly wants to have some good news to give to the Covid weary populace, what better way to say Arch is ours made in Canada and we helped fund them.
14.This has been off the radar of most instituions because of liquidity issues, just wait until they actually announce a P3 trial and share price rises, then I believe it would make sense for the company to raise money to fund P3 for Kidneys which is a lot bigger market than lungs. This will give institutions away to participate.