GREY:ATBPF - Post by User
Post by
MrMugsyon Feb 15, 2021 10:59am
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Post# 32567984
The Katniss Everdeen Effect ...
The Katniss Everdeen Effect ...Everything they are doing is to ramp up our value in USA/Europe/Japan (IMO).
4 considerations I believe are at the top of mind for management ...
1. Get OTENA into Phase 3.
2. Speed up 352 to market (filing for fast-track which will add a step-function increase in value).
3. Speed up 340 (or similar) to market - maybe COVID trials was the doorway (potentially add a step-function increase in value).
4. Speed up new drug development - proof of a real mechanism to their drug development capabilities on the gaseous mediator side to add a step-function increase in value (hoping Aspirin was the first (maybe not), IBD was the second and then, one more valuable drug to show we have quick iterations down pat ... maybe Alzheimer's or Parkinsons (likely will be the same drug for both as we're looking to slow down the effects of aging on brain cells and I'm guessing that fits the bill for improved brain health.
Then ...
You have the "Katniss" effect ... moving us from a perception of weakness, into a positions of undeniable strength ... to make us look DESIRABLE.
I believe something like this would bring us the optimal pay-day ... should a company want to buy us. I don't think ATE accepts anything from the large market players (USA/Europe/Japan) until we are in the most desirable position we can be. That is worth the wait in my opinion.
All in my opinion.