GREY:ATBPF - Post by User
Post by
Pragmatiston Dec 24, 2020 3:22pm
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Post# 32181472
GUD-ATE-LATAM
GUD-ATE-LATAM
https://www.docdroid.net/cZt8U9q/biotoscana-investments-sa-knight-therapeutics-inc-ma-call-pdf#page=5
The ref is the transcript of the analyst call regarding the GUD acquisition of Biotoscan Investments SA in 2019. Biotoscan is a strategic acquisition for GUD that gives it a prominent position in the latam specialty pharma market. With the recent shelf prospectus, it seems plausible that GUD might take a run at a licensing/distribution deal for OTEN.
It is consistent with GUD's strategic objective and is located in a region that GUD is focused on. It has a comprehensive knowledge of the drug (Goodman used to be board member for ATE, I believe), and it currently holds the licensing/distribution rights for OTEN in Canada, Russian and 40 other countries. Brazil is one of the countries where ATE has a patent.
It seems like a natural fit. Maybe GUD is a derivative play for ATE in the future?
Merry XMas all