RE:RE:RE:RE:RE:RE:RE:RE:Share price taken downHarveyTwoface wrote: The science is solid but oh boy, our Dan is not a salesman, he needs to retire before we all have lost our money.
I'm assuming that's just frustration talking as Dan is likely in the middle of multiple roadshows. I don't have any details but I'd assume he's the main guy working on introductions with Big Pharma and in the discussions with Institutional Investors.
I'm also guessing that the Institutional Investors and the NASDAQ will go hand-in-hand ... so ... until such a day,
where is the exciting news going to come from? Surely there has to be a strategy ... there has to be news to drive the Institutional Investors to the NASDAQ. What will that strategy/news look like ?
Forget putting energy into the retail investors - just not worth the effort. Work on the H2S story and the investors will follow. That's how I see it now. Show the power of the H2S platform and the share price will have no option to to rise.
For example ...
If I look at a present partner's recent direction, my eye's widen ... just a little ... as I try to understand the deeper meaning of the deal they struck.
I look at Knight's recent partnership with Novartis and I can't help but think this is the right place for ATE to showcase its capabilities. This is purely a wish but sometimes wishes come true.
Looking closer at the agreement between Knight and Novartis (for EXELON - Alzheimer's drug), you see many redactions. There's even a third party redaction and the IP is being handed over to that 3rd party (it seems). Who is it ? Why is it? I'm left scratching my head and a small part of me is saying - that should be ATE! Actually, it leaves me thinking it should be ATE on both sides of the deal.
I'm not saying this is happening. What I'm saying is ... this would be the kind of thing ATE should be focusing on ... partnering to showcase the true value of their patents and in turn, the true value of ATE.
I can't help but wonder why Knight would pay so much money for the IP when that's just not their forte. Who is the 3rd party acquiring the IP for Exelon and why are there redactions on both sides of the deal - see the title page of the agreement.
Now ... keep in mind ... this is all about my brain being in overdrive ... but these are the kinds of strategic things Antibe should be working on now, if they aren't doing it already. This is what turns a Small-Fry into a Superstar.
Imagine, love triangle like this would make a lot of sense (ATE - Knight - Novartis) but with all the redactions in the agreement, I really can't tell.
Let's dream for a moment ...
Knight spends the money for drug rights and IP acquisition. That bringing in revenues from Exelon sales immediately (Canada and Latam regions). Knight hands over the IP for EXELON to ATE or into some joint-venture therein. Novartis waits for development work from ATE as it tries to gage ATE's value (and their IP value. The drug itself (EXELON), has an opportunity to extend its reach from "mild to moderate" cases of AD, to more "advanced" levels of AD. That would increase the future market size for both GUD and Novartis in their respective geographies and I'm guessing it would come with royalty payments to Antibe (on future formulation). Novartis could also get the patents back if they strike a deal to acquire ATE in the future. This process could also solidify Knight as a partner of choice for Novarits in the Americas (ex-USA). Seems like a no brainer - but far from being true.
That's the kind of thing ATE should be focused on now - if it isn't already.
That's what the market would eventually take notice of.
Add to that the general P3 work happening with OTENA and we'd be looking golden going into the fall - going into NASDAQ.
So ... if Dan's team isn't going in this kind of direction, I suggest they really should start.
If they are going in this direction - I approve !!!
Looking a little deeper at Novartis' drug platform, they really could benefit greatly from H2S and the future of gaseous mediators. They could also use a platform line ATE's 346/352/340/IBD to become a leader in pain and inflammation. Forget those trying to protect their markets, they always undervalue the need to protect.
Novartis could just be hungry enough to get jiggy with this - if Antibe proves itself in OTENA and makes impressive/quick strides in Alzheimer's Disease.
Keep in mind that five million peopel suffer from Alzheimer's in the USA alone and this number is expected to grow 10 fold by 2050. Now look at the problem globally. Forty-four million inflicted could grow to 440,000,000 people with AD if the math holds true.
If you're there ATE ... God Speed !
If you're not ... why the hek aren't you ?
Hahaha.
Sincerely ... A Dreamer