GREY:ATBPF - Post by User
Post by
MrMugsyon Apr 20, 2021 10:10am
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Post# 33028404
My summary of ATE's webinar ...
My summary of ATE's webinar ...Just a quick couple points that I thought were important:
1. AH roll-in could push out to Q2
2. It sounded like Dan said NASDAQ later this year - that would fall into our previous guess for the fall (right about P3 launch).
3. ATB-352 ... move forward rapidly (into P1 within 12-15 months). I thought it was coming sooner but there's the latest.
4. ATB-340 ... they are working on a new patent for a follow-on drug (In my opinion, that would be the proof Big Pharma would need regarding a potential extention to aging patents - a value generator if you will).
5. The IBD drug is Mesalamine - add to that the H2S properties. Seems to me the Mesalamine market is work $3B globally and the global ulcerative colitis market may be around $7B.
6. COVID - working with a lot of effort but the first study was only in a test tube. Nice results, encouraging, but early in the game. Going after lung inflammation. Thinking ... that could relate to many other things - lung inflammation related.
EOM