RE:RE:Question?GameChangerBet wrote: deadpatient wrote: Was ate going to amalgamate the i.p on its own, or is that a demand from a stalking big pharma?My hunch is we get taken out much fast than the timlines you folks are throwing out
The current goal is to strike a deal with a US and Europe pharma in those respective markets. That's the emphasis. Similar to the Nuance deal, but on a bigger scale for the larger markets.
There has been a ratio of 80/20 put out, as a probability of a licensing deal and a buy out respectively.
There's no indication that there has been a request by an outside company to amalgamate. However Antibe is aware enough and concluded that this needs to be done in order to be prepared for any potential buy out now or in the future, or any unsolicited offer that may come in.
It should go without saying that they are aware that an outright buy out would likely require the inclusion of the IP, as this is essentially what the aquirer would primarily be interested in.
So the goal currently is to find a partner, but also be fully prepared to have the optionality of attracting a potential aquirer.
Agreed.
There are many ways to get there and it's hard to know what's really going to happen.
It puts all kinds of thoughts in your head as you look at all the possiblilities ... endless.
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For example ... I see a great opportunity for ATE to partner with a Big Pharma on a drug development effort - earn their trust - then get taken out by them. To do that, you need to own the patents in order to prove your worth.
You'd want to find a hungry Big Pharma - one that really sees the value in your patents - in the H2S platform ... to bring their existing business into an the realm of the gaseous mediator space. Think what you could do for your Big Pharma business with ATE in your portfolio. What if Pain/Inflamation could make you a leader in a new space where you hardly participate.
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Nowhere is this more obvious than with a company like Novartis - but it could just as easily end up being someone else.
Wonder if we complete the amalgamation this week and head deeper into such a development partnership on a specific drug. Watching very closely to see what comes out of the GUD/Novartis deal and the mystery partner (fully redacted) in their agreement.
Like I said - just one of many directions ATE could go - but - I really like dreaming about this one.
Ear to the ground !!!