Antibe Therapeutics Inc(Pre-Merger) ATBPF

RE:RE:Market Cap Mismatch

[RalphRalph]

Although the piepline potential is large, those molecules (other than 346) are all pre-clinical and currently have little value.  That problem is compounded by the painfully slow pace at which management moves candidates through the clinic.  Thus the importance of management increasing clinical place in order to be able to monetize pipeline assets.  

There's a reason Bautz & other analysts tend to assign virtually no value to any part of the pipeline other than 346; preclinical pain/NSAID-related compounds get assigned relatively little value until they advance meaningfully.   Proof of concept only goes so far in valuation when the remainder of the pipeline is pre-clinical.

MrMugsy wrote:

mstrmnd wrote: The SP is completely asynchronous with the value of this company. 

A drug for Inflammatory Bowel Diseases through a novel hydrogen-sulfide mechanism of action is huge and takes this company to a new level.

Delay or no delay, the first outcome (and boy are there more coming) is guaranteed and the timing is fixed.  So the time to Otena sale is coming closer and closer, although public markets have NO CLUE and miss out.  

Coming soon 8 am Press Release - Antibe Therapeutics Sells Lead Drug Otenaproxesul for $2-4 billion.  This is going to send shockwaves in Canada and should be wonderful set up for NAS.

I personally think this is like 99% chance of positive ROI from where we are today and despite the sale of the lead drug, this is going to go even higher and higher.  Comp to early Tesla.  $70M + Don Haut = $4B sale in T minus ???  

I can't wait to party!! This ones going to be EPIC!!

GLTA!

I have to agree that this one has huge potential and I think negotiating OTENA alone is the right approach for ATE.  I also think OTENA will be negotiated in parallel with ATB-340 developments to show the superiority of the parallel Aspirin molecule and the strength of future patents.  That brings along with it, an extended lead in future Naproxen/Ketoprofin/Aspirin hybrids as designed by ATE. 

So what do we have so far ?
1.  A Naproxen replacement (346)
2.  A Ketoprofen repalcement (352)
3.  An Aspirin replacement (340 and parallel molecule)

4.  A Mesalomine replacement as recently announced by Dan.

Mesalamine is a prescription drug indicated for the induction of remission in patients with active, mild to moderate ulcerative colitis, and for the maintenance of remission of ulcerative colitis. 

5.  We are developing a lung inflammation drug which likely fits other needs beyond the obvious COVID infection problem.  Maybe it fits the bill for Asthma, COPD, etc...  Maybe pneumonia in general ?

6.  And ... we're likely chasing Alzheimer's/Parkinson's as part of age related diseases.  Using an off-patent Alzheimer's drug (with H2S) to reduce the rate of brain cell aging.  That seems like the ATE playbook.

IMO.

Let's get er done !!!!!