GREY:ATBPF - Post by User
Comment by
clubhouse19on Apr 20, 2021 11:31am
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Post# 33029151
RE:RE:My summary of ATE's webinar ...
RE:RE:My summary of ATE's webinar ...Looks like that webinar started this mornings dump and pushed back the business plan to some extent. Certainly not good and we may break 4.00 more sooner than later.
Forestview wrote: Technically, Mugs, April is the start of Q2, so this roll in into Q2 is confusing to me.
MrMugsy wrote: 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