Antibe Therapeutics Inc(Pre-Merger) ATBPF

Don Haut

[YukonJezza]

well after Don Haut coming on board I bought some more ATE. Don Haut is no small potato.

[Ryeman40]

Interestingly Don Haut also worked at Monsato albeit at a early age. Monsato was also bought by Bayer for 66 billion in 2018. 

[crow27]

He knows all the right people at Bayer. Connecting the dots does not seem that hard to do. ATE/ Don Haut/ Bayer.  This guy is the deal maker for Bayer and now he is on ATE''s partnering advisory team. HELLO!!!!!! This is the beginning of some real traction for the stock. Hopefully everyone loaded up in that $3.40 - $3.50 range. The train is leaving the station folks.

[TriumphSpitSix]

Dr. Haut commented, “Antibe’s platform promises a major advance in the treatment of pain and inflammation-based disease. This area is overdue for disruption and represents a massive commercial opportunity. I’m excited to put my shoulder to the wheel to help Antibe fully capture the value of its pipeline as it enters late-stage development.” Seems the proverbial writing is on the wall... Full drug

[3burtc]

This isn't your everyday, run of the mill nsaid. This drug is a game changer. Otezla sod for 8 times revenue at 15 billion dollars! 346 revenue projected to be atleast double that. My guess is discussions with multiple companies are taking place as we speak.

[Doccole]

I believe it was highly important to get the news out before JP Morgan.  I also think it's interesting to see that AskBio IPO was scrapped because BigPharma jumped in.  BigPharma really waits to the last moment.   the hydrogen sulfide platform offers so many opportunities for future drugs targeting inflammation.  How much will OTENA fetch? Exciting times!

[Forestview]

Good point 3B, but if 346 has no revenue, and still needs to go through Phase 3, what's the impact to a potential acquisition?

[3burtc]

Of course it's not the same as an approved drug. But let's face it, it will be approved. The fact the they are willing to move the IP out of Holdings company will give nothing but confidence to shareholders and big pharma.

[bringon10bagger]

Dr. Haut don't beat the bushes, apparently was at AskBio only since March'20 and inked the $4B deal, $2B upfront + $2B in milestone payments with Bayer by October, at this point knowing Haut is involved Bayer will just ante up to ATE's ask....LOL.....expecting a similar arrangement with ATE, interesting to know ATE's position and to the extent of the offering entire H2S platform or

[bringon10bagger]

Comments by Bayer after AsBio aquisition.....sounds like ATE to the "T" “We were looking for a company with a very strong technology platform and broad intellectual property (IP) around it,” she said. “We wanted a company that had proven success, and with manufacturing capability.” We feel that with AskBio, we have acquired an IND-machine. We think it’s an extremely valuable

[Pragmatist]

That is a great observation 10Bagger!  I really like the IND-machine part. If ATE is talking with Bayer, then it might explain why ATE now wants to consolidate its IP suite with AHI, when it was perfectly happy with the existing arrangement for past partnering deals.  

[themagicbox]

Youre right. Even the economic studies commisioned by ATE had similiar (and very conservative) first year estimates. Normally, its the analysts working for instos that do this. But ATE did the work for them, through a third party, to speed up their investing process. Dan and JLW are looking for an exit strategy, so JLW can get his emeritus on, and Dan can retire on his farm haha.  

[3burtc]

Just my opinion but i think the FDA fast tracks 346. After all, they've been pounding the table about having these issues resolved.

[themagicbox]

I think that could happen for Otena/346 if it shows some indication for COVID related complications.

[Pandora]

Just an observation but it seems that Stockhouse is not receiving the Antibe news releases over the past two months. The last item shown under the "news" link above is from November 10. According to the Antibe web site there have been 5 additional releases in 2020 and 1 release thus far in 2021 i.e. the one concerning Don Haut. Not sure why they are missing the link but it seems to