GREY:ATBPF - Post by User
Comment by
bringon10baggeron Apr 12, 2020 6:31pm
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Post# 30901332
RE:RE:RE:Any thoughts on a speculative buy out price?
RE:RE:RE:Any thoughts on a speculative buy out price?Thanks for broadening the vision, placing a $$ figure, only known here is that big pharma's have barrels of cash to spend.......
mstrmnd wrote: Strictly Medical:
1. ATB-346:
We will find out shortly if the API in ATB-346 demonstrates proof of concept that it belongs in a chronic pain market (prescription and non-prescription). If so, every single prescription and non-prescription NSAID in the world is inferior to ATB-346. If the results of the study are strong, given the sheer size of the Phase 2 study, its a foregone conclusion what the Phase 3 results will be.
2. ATB-352 for acute pain market (prescription or non-prescription)
3. ATB-340 for cardiovascular health (prescription)
4. The hydrogen sulfide pipeline's GI safety could disrupt the entire prescription NSAID and Aspirin medical market - carving out its niche in medical markets. This means that conditions and diseases where NSAIDS or Aspirin are currently prescribed for reasons other than chronic pain, ATB-346 or ATB-340 may have a significant role because, its just safer.
Some examples of markets besides chronic pain that can be disrupted using a similar molecular mechanism of action:
1) ATB-340 - cardiology - Aspirin 81 mg (angina, unstable angina, acute coronary syndromes, post-CABG)
2) ATB-340 - neurology - Aspirin 81 mg (TIA or stroke)
3) ATB-340 - hematology - Aspirin 81 mg (thrombotic disorders)
4) ATB-340 and ATB-346 - rheumatology - NSAID and Aspirin 81 mg (inflammatory disorders, crytal deposition disorder (i.e. gout), and vasculitides).
ATB-346 has yet another market. Although NSAIDS are generally not used in inflammatory bowel diseases because of the GI ulceration, if a non-opioid analgesic is required, ATB-346 may play a role. Particulaly since this:
https://www.ncbi.nlm.nih.gov/pubmed/17339831
There's also unproven markets in mouse models from melanoma and colorectal cancer.
If you go into the details, a really fascinating finding in the Phase 2a study is that 0 patients on ATB-346 had GERD (gastroesophageal reflux disease) or nausea. Hydrogen sulfide may have a greater role in digestive diseases altogether including inflammatory bowel disease, GERD, and nausea/vomitting and other areas.
So what's the price? Just ATB-346 or the entire pipleline? Bottom line, it's way more than ATB-346 = % x Chronic Pain market, given above, because the diruptive potential of ATB-346, ATB-340, and ATB-352 is incredible, and this is why John Wallace could be a Nobel prize winner in the making...