GREY:ATBPF - Post by User
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IrishCanuckon Jul 16, 2021 7:41am
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Post# 33558139
RE:RE:RE:RE:Lull before Pop?
RE:RE:RE:RE:Lull before Pop? https://www.wsj.com/articles/u-s-drug-overdose-deaths-soared-nearly-30-in-2020-11626271200
As opioids continue getting worse... fast-track to me is the only thing that makes sense for 352.
And from how cautious medical schools and residence programs are to advise med students about prescribing NSAIDs due to dangers, plus how generally wide ranging criteria is to fast-track something, I would fast-track anything I could.
The first two drugs could and should both be fast-tracked in my opinion. From what I understand, it's a logistical hurry-up offense on the FDA's side, unsure how that affects costs for Antibe. I'm going to assume they won't fast-track either though for a reason I'll never be told which is so infuriating.
MrMugsy wrote: Ya - I once asked Dan about fast-tracking OTENA (around August of last year).
I think his answer was ... there's no point now.
I didn't challenge further as I moved on to another question.
Which begs the question now ... when is the right time to fast-track 352?
As I understand it ... you can complete the paperwork at any point in the development cycle.
Thoughts ?
mstrmnd wrote: tuah nod
All valid points but disruptive medical angle trumps all, meaning adoption because of superiority - both prescription and non-prescription markets and here's the kicker...it comes in a pill...what one may imply as obvious is in fact highly desired when looking from a different angle
Is it an anti-inflammatory with an improved GI side-effect profile
OR
Is it a mucosal healing wonderdrug because of its anti-inflammatory properties?
I can fast-track this bad boy, but Dan is MIA
MrMugsy wrote: mstrmnd wrote: Is it the lull before the pop?
Are we closer to a partnership than we realize?
Tough to say mstrmnd.
I'm sure we better know who's in the running now.
Also, I'm sure we better know who could benefit the most from an OTENA partnership - including future H2S drugs that we have in development.
I think about two types of Big Pharmas at play right now ...
1. Big Pharmas who are "pain and inflammation" leaders today.
2. New entrants with or without a weak competitor in the "pain & inflammation" space.
In any value analysis (re. OTENA), I would think that a new entrant would put more value on OTENA than a leader in the "Pain and Inflammation" space.
The leaders will continue to make residuals on the old drugs long into the future - while - a new entrant will pay more to get a leg-up with OTENA - in a space where their revenues are close to zero. So, if I were ATE ... I'd be looking at all potential partners but really trying to sell the merits of OTENA to a newbie.
A potential partner is going to need to see how we can extend the existing IP beyond the present time frame. We're only starting that process with Dalriada but this could easily change the value of OTENA (IMO).
Being in the confidential part of negotiations, it certainly is an interesting time. Does someone flinch and make a quick move to secure ATE's OTENA? They are all likely waiting for the remaining studies to be completed so they can further evaluate what they are bidding on.
No idea where it goes from there. That's what makes this so exciting to watch. There should be some nervous "Pain & Inflammation" leaders and there must be some hungry new-comers. If so ... then we take our sweet time to figure out the best fit. Others could also join the discussions last minute.
Just making sure I'm ready for it.