GREY:ATBPF - Post by User
Comment by
MrMugsyon Nov 22, 2022 10:08am
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Post# 35118465
RE:RE:RE:RE:RE:Webinar w $ATE CEO Dan Legault - Mon Nov 21 @ 4:15PM ET
RE:RE:RE:RE:RE:Webinar w $ATE CEO Dan Legault - Mon Nov 21 @ 4:15PM ETTwo definite angles at play here (IMO):
1. reduce the risk with OTENA and bring as much on the acute/chronic side to market over time.
- this will add to our desirability in partnering deals for OTENA
- strike early with a less important geography (e.g. Japan)
- better financial deal if a smaller geography joins earlier.
- would put some good cash in the bank and negate any concerns of doing P3 alone (strategy)
2. IBD to be the next potential blockbuster in the queue (still waiting for Q4 update)
- this may add to future desirability for acquisition discussions
- watch for the antiviral and the IBD drug to both be key components of an auto-immune angle
All riding on a smooth outcome for P2-Bunionectomy (new formulation key to risk reduction - 2-4 fold reduction in dosing)