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Antibe Therapeutics Inc(Pre-Merger) ATBPF

Antibe Therapeutics Inc. is a clinical-stage biotechnology company. The Company is leveraging its hydrogen sulfide (H2S) platform to develop therapies to target inflammation arising from a range of medical conditions. The Company’s pipeline includes assets that seek to overcome the gastrointestinal ulcers and bleeding associated with nonsteroidal anti-inflammatory drugs (NSAIDs). Its lead drug, otenaproxesul, is in clinical development as an alternative to opioids and NSAIDs for acute pain. Its second pipeline drug, ATB-352, is being developed for a specialized pain indication. The Company also focuses on inflammatory bowel disease (IBD). Otenaproxesul combines a moiety that releases hydrogen sulfide with naproxen, a non-steroidal, anti-inflammatory drug. ATB-352 is an H2S-releasing derivative of ketoprofen, a potent NSAID commonly prescribed for acute pain. Its IBD candidates are being designed to maintain the efficacy, safety, and pharmacokinetic properties of ATB-429.


GREY:ATBPF - Post by User

Post by MrMugsyon Jul 23, 2022 5:13pm
326 Views
Post# 34845765

Keep this in mind LONGs ...

Keep this in mind LONGs ...If you take a look at peak sales for 346 acute ...

Let's assume it peaks around 2041 followed by a drop-off and then some years of modest recovery.

I see peak annual sales around $7B-$9.5B (assuming market growth of 3.5% annually and we get 15-20% of the market).  I think 15-20% market shares makes sense assuming we get the best-in-class product predicted by Phase 2 A/B results and with all the hub-bub surrounding opioids and NSAIDs - TBD).

That's about double the peak sales that was expected for chronic - because chronic only had 5-7 years of IP protection whereas acute will have the full IP protection (with decreasing coverage).

Just something to think about and why "going after acute" made the best strategic sense based on what we knew after AME.

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Waiting patiently on the commercial study to either agree/disagree with that estimate.
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