Antibe Therapeutics Inc(Pre-Merger) ATBPF

Eyes on the prize everyone

[themagicbox]

Its all about that H2S platform. The patents with the new IP will be safer and from what I'm reading its to increase the amount of H2S in the liver. TBZ (the current moiety attached to our NSAIDs) has its limits in terms of PK. The new IPs will have a different moiety with tweaked properties which restarts all our IP run. That doesnt include the data exclusivity piece either (hence why selling OTENA by itself is still on the table). I believe they want to sell the platform for the right price. They know their value. 

The company amalgamated for a reason. Ask yourself, why hire Don Haut? Why did they amalgamate now of all times rather than earlier? certainly not because they expect further diluting raises. and why would they not expect it? what are some non diluting sources of capital that was expected to occur before p3, that may also have contractually required a consolidated patent structure? asking whether or not it's priced in is like wondering why tesla didn't trade flat after getting into the spx; yes people bought in anticipation, but institutions have it in their ips to rebalanced post inclusion, not all market participants can just buy in anticipation.

I still stand by my statement that WHEN they go into ph3, they will not go at it alone but they do need to put things into motion for a strong negotiating position.

I doubt they would go back for a phase 2, to find the lowest possible dose, but thats just IMO.