Antibe Therapeutics Inc(Pre-Merger) ATBPF

RE:RE:RE:Stock price

[MrMugsy]

Hey Magic ...
Absolutely understand you position w.r.t ...

"We have certainly lost more than; time = money. Money, momentum, and credibility (i.e. can ATE's management go the distance). Unless they hit the dosing and pk/pd results are crystal clear, I dont see how they wont need to dilute."

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I think we have a opportunity to get it all back.
That's why I'm reserving judgement until the final quarter of 2023.

If/when we go into negotiations - we aren't talking about a 7 year patent on chronic anymore ... we are potentially counting down from 20 years.

Full patent protection on 346, 352 and IBD is possible right now.  And for 346, it's potentially 20 years on acute and 20 years on chronic ... makin negotiations more valuable even if we're only negotiating one product.

Not only for the products but we are giving Big Pharma a taste of the IP value.  Big Pharma is seeing first hand the true value of extened IP the ATE way !!!!

But ... we really need a flawless 346 acute Phase 2 to get there and we need to progress 352 and 346 chronic during that time.

I'm not saying that's going to happen - just saying if/when we get to 346 acute negotiations  ... we theoretically could have more to negotiate if some of the planets align for us.

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Yes - I understand the dilution concern.

I just know that we need the money and without it right now - we wouldn't be chasing 346 and 352.  We wouldn't be working with Dalriada on IBD.  We wouldn't be working on fresh patents and we wouldn't be taking acute to P2 in November.  We might be throwing a 346 chronic hail mary but now ... we can spend millions on liver specialists to help us make the next play.

We'd probably be begging for cash now - unable to get it - and - we'd be stalled out completely.

That's why I'd really like to see what 2022-2023 bring us ... with all this cash to back some critical events.

IMO