GREY:ATBPF - Post by User
Comment by
StockingUp21on Nov 03, 2021 11:00am
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Post# 34082102
RE:RE:RE:RE:RE:Antibe Partnership to Accelerate Drug Pipeline
RE:RE:RE:RE:RE:Antibe Partnership to Accelerate Drug Pipeline crzymnd, if partnerships were happening it would by now before we learned the liver issue.
mstrmnd wrote: They need to have clarity that chronic indications are feasible but do not necessarily need to conduct large clinical trials for chronic use in OA until a partnership. It's best to have as much cash as possible for negotiations and firm up chronic use in cost-effective means.
This is why the position of the company has now entirely changed. When you're an acute pain drug and your rapidly approaching a Phase 3 RCT for acute pain, the timing for a large partnership is right and this catalyst will help to push ATB-352, ATB-429, anad ATB-340 through a gamet of indications for both acute and chronic use in exchange for exclusive rights. This is the best time for a takeover. Antibe is on the radar of many pharma companies, let see what happens.
GLTA
MrMugsy wrote: If ATE can move acute pain medications to chronic indications (which I get the white-label approach), why have they spent over a million dollars on liver specialists? Dan says they are prepared to spend more to find an OA solution.
Why waste time here ?
“The Company is investigating alternative dosing regimens as a potential path forward for chronic indications.” Would this go above and beyond what’s out there now - making it the best alternative in a world of less than ideal solutions ?
mstrmnd wrote: If you have an IND/DIN for oral treatment of acute pain, it's natural progression to go to chronic pain thereafter
There's absolutely no need to do dose ranging for chronic pain pre-partnership, otherwise could burn through cash when #1 priority IND/DIN is Post-Operative Pain for Otenaproxesul
After successful Phase 2 in Post-Operative Pain, Antibe will have very successul efficacy and safety data for 2 IND/DINs in acute pain ready for partnership and Phase 3 RCTs
This is an acute pain drug company now, that can cross over into chronic pain and IBD post-partnership.
MrMugsy wrote: mstrmnd wrote: Based on quality of data from existing studies, I would not be surprised if Antibe partnered with Big Pharma earlier than expected to accelerate entire drug pipeline
Antibe can conduct multiple Phase 3 clinical trials with their pipeline simultaneously with a pharma partner - Antibe took 7 years to get ATB-346 here, with a pharma partner, all 4 of their top patents can be accelerated into their respective markets
GLTA
That certainly is one potential angle and I'd welcome it.
But - I see a required path in order to open that up to us.
346(acute) seems to be straight forward.
352(acute) to also follow suit - but - we don't know the specific purpose intended for that drug (yet).
Then - the rest of the pipeline is what we'd call "long term" or chronic type indications (for the most part).
I think ATE needs to solve 346(chronic) before any partner would be interested in partnering on that pipeline. IBD, 340, respiratory and others ... all have the same likely issue - liver confusion.
So ... ATE is working on a hypothesis based on what they've learned (and are learning) from liver experts. Can they solve the liver confusion issue?
Therefore ...
Bring acute to market - and - show that H2S IP has value. and
Solve chronic to open up the rest of the funnel to the end-game. Then ... your angle is viable. IMO