Antibe Therapeutics Inc(Pre-Merger) ATBPF

RE:RE:RE:RE:RE:nosh

[Actuarial]

Obviously, you don't understand the logic behind FDA review process. NOSH and H2S are not in the same field. NOSH is in Cancer treatment and H2S is in NSAIDs. FDA is not going to approve NOSH simply because NOSH is more advanced in technology. FDA will review only two things, pain relief efficacy and safty profile. And, once OtenA is approved, NOSH has no room in this field because both OtenA and NOSH Naproxen is derived from Naproxen, plus NOSH Naproxen is no better in effficacy and safty than OtenA. In another word, no chance for NOSH be statistically safer than OtenA. That's why NOSH start their study in a different field - cancer treatment rather than compete with ATE in the NSAIDs field. With respect to cancer treatment, I don't think NOSH would do better than existing first line drugs, particularly immune treatments, such as CAR-T cell. And therefore, the most likely result is NOSH going nowhere at the end. Invest into NOSH is much more risky than invest into H2S as it is almost the finish line. Similar to 8K, user is not going to aware of the difference between a 4K TV vs. a 8K TV unless the size is above 85inch. FDA would not approve a 55inch 8K TV purchase plan given we have already had a 55inch 4K TV in the bedroom (NSAIDs filed). Unless you plan to put a TV in a huge living room (cancer treatment filed). Regardless it would not replace the 4K TV because it is completely unecessary.

StockingUp21 wrote:

No use having debate. Nosh will come to market first at this speed so I wish I can make even before this before continued downfall.  

 

Actuarial wrote: 8k TV is much better than 4k TV. So no one is going to buy a 4k TV? Also, the first safe nsaid in the market is the winner, the second one only split the market. It is not going to replace the first one.nosh has no clear advantage over h2s as nsaid unless you refer to cancer treatment.

 

StockingUp21 wrote:

so Antibe is like cassette tape in the 90s to be replaced few years later. This is not good long term investment especially forever delays and the second drug here is same stage as their drug now. 

 

Actuarial wrote:

 

If you have reviewed Avicenna pipeline, you would understand why NOSH is not a competition to ATE yet. And if you Google the details of NOSH patent, you will see a name Wallace in the reference. Ha, NOSH might be a competition someday. However, the someday is far far away as Avicenna has nothing serious yet . And their patents rely on ATE platform. Even they might have something better, they have to wait for h2s patents expiring and exclusive right expires. We have enough time to harvest investment.

Nick80 wrote: Hi what are you guys think about:

https://www.avicennatherapeutics.com/technology

Would they be serious competition for ate 346, 352 or 340?

From my understanding their platform might outperform ATE's 340 drug if successful, however what about 346 and others? 

Their nosh platform is in pre-clinical only meaning ate is very well advanced and derisked compared to them...