RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Share price taken downbaggerx99 wrote: Either a win or loss at the finish line, Otena will be a win, from all meaningful posts and mgmt knowingly have proven that Otena is GI safe,,,,period. Overall Otena can not being any worse than Naproxen by itself.
And here's a thought to go with that Bagger ...
Let's just assume that a problem develops with OTENA w.r.t the H2S.
Once upon a time, that would have been - GAME OVER for NSAIDs.
Not the case anymore.
For there to be a problem, there would need to be an ineffiicient release of the H2S that causes a major problem. If that were true, ATE can argue that Big Pharma's investment in us won't be lost. We have other molecular designs (hopefully more efficient) that could take its place - like the one we're running in parallel with ATB-340. That's why we need to run the development program in parallel (IMO).
Therefore, any Big Pharma partner that decides to invest in us, gets a great P3 drug in OTENA and they get some insurance to boot. They get a back-up plan - other molecules that may be more efficieint H2S release agents. This is why I'm thinking the patent roll-in is critical to negotiations.
Not only that ... a Big Pharma partner is getting an opportunity to reinvent other drugs with donors that release H2S depending on which drugs they have and where they want to focus.
I think ATE just needs time to build this strategy to the fullest. That's why we wait. IMO.
Oh - and which Big Pharma partner would be more willing to pay for what we have? One protecting a lead in NSAIDs or one who's an underdog in the space? I say the underdog sees more value (or the newbie) - always hungrier. We've seen it way too often where the incumbant is blinded to the opportunity because they don't want to think thier present cash-cow needs to be replaced.
From Encyclopedia Britannica that didn't see Gates coming with Encarta and likewise Gates didn't see Wikipedia coming. Just like Olivetti deciding to protect their typerwritter business so they bailed on a computer joint venture. Incumbants are sometimes short-sighted or just simply allow the cash cow to run its course, thinking that's the better way.
All in my opinion.