GREY:ATBPF - Post by User
Comment by
MrMugsyon Apr 25, 2021 9:30am
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Post# 33063104
RE:RE:RE:RE:RE:Waiting for partnerships ...
RE:RE:RE:RE:RE:Waiting for partnerships ...Stoxxhp wrote: WalkOverTheStrt wrote: Mugs -
Antibe doesn't have to take this extreme all or nothing PH3 approach let alone the HS2 platform will not validated if Oten were to pass P3. The HS2 platform will actually be considered a platform when more than one drug shows success in human trials (even early stage ie PH1 results). One PH3 success will not get it there as there isn't depth of human data to show across multiple studies how HS2 is a safe and consistent molecule. It takes time for BPs to see this as a platform (refer to RNAI - gene silencing hisotry that only became mainstream a few years ago with ALNY's first drug 2017ish). You can't expect a cautious BP to take preclinical data and accept it will pan out that way in human trials.
This is why I harp on Dan and team for not bringing forth other drugs from the pipeline to human studies earlier. Wallace has been researching HS2 for 20+ years, antibe has had on their corp decks other drugs that have languished. I again point to ARWR as a company that has a platform (TRiM) and decided to accelerate development / human trials in order to make the sum of the whole (platform) bigger than any indvidual part (drug).
Realize Antibe is a small biotech and being in CA / TX exchange doesnt help for access real investment but don't you have some reservations why other drugs weren't brought fwd sooner?
I think a basic explanation would be, instead of experimenting with 3 or 4 different drugs at the same time using the same ingredient, they want to confirm with one drug first, once it's proven and legitimized, then they have free rein to expand on a proven concept
And from my understanding, it was a successful P2B that allows us to negotiate with BP and gave us the confidence to pursue the other drugs. It also opens the door to adding additional drugs to the family. There's a huge confidence now, even though manangement shouldn't appear too over-confident, the website quotes tell us all we need to know. Full steam ahead in design and development !