GREY:ATBPF - Post by User
Comment by
MrMugsyon Apr 16, 2023 3:41pm
155 Views
Post# 35397505
RE:RE:ATE
RE:RE:ATEI agree that the last update was a nothing-burger but it did tell us a few things.
1. Acute across the finish line is priority #1.
2. DILIsym is now being used to get preliminary information for chronic. Just as expected after we heard that the results were good on the acute side. Likely an infinate number of combinations that can be considered on the chronic side that lead to full chronic or at least for flare-ups. This new formulation is what we're commiting to ... so ... now we can find the best combinations of daily or weekly use of high/low/no/other dosing as needed to find the best chronic path. Note: the goal will be to keep the pause between regimens as small as possible in order to reset the liver effect and start the next regimen without any H2S build-up.
That's how I envision the game - but - acute to the finish line first.
3. IBD and other potential drugs ... they are important but they are taking a back seat to OTENA for good reasons.
4. They are in the process of trying to break IBD in the lab - good use of the lab and keep costs down.
5. Nuance has moved from being disappointed with the chronic pause to likely upset that ATE is focused on acute ... rather than focusing all time and money on solving chronic. There is some issue in the wording of the Nuance agreement and I'm personally wondering if Nuance is on the hook for milestone payments for both acute/chronic.
But wait, Nuance has a Ketorolac post-op plan already - they don't want another acute program.
Is this where Nuance feels cheated - ripped off - in a situation where they don't want to be?
In this financial environment, could they put $100 MM to other use in picking up other drugs for their portfolio?
That's just my attempt to understand the Nuance problem - no idea if I'm on the right track but with very little information available, that's how I best see it from 30,000 ft.
-----------------------
Therefore ... I see OTENA taking center-stage for the rest of 2023 ... both on the acute and then chronic sides.
If Nuance can't get out ... they can at least feel that chronic is being chased. IMO.
Cheers all !