Antibe Therapeutics Inc(Pre-Merger) ATBPF

Slide 6 ...

[MrMugsy]

I find "Slide 6" of our latest presentation to be interesting - if not telling.

From a behavioral standpoint, it doesn't seem logical to add this last column - unless you're looking to fill it in further.  With the limited information they have for "Regional Licenses" it would make more sense to offer a subscript and a note down below.

On the other hand, if we were looking to add to this chart in the near-term, I would set it up in this manner.  Defining "near-term" can be a difficult thing though.

Regardless, just making an interesting behavioral observation ... similar to how I noticed Phase 2B results were pending due to Wallaces abnormal Facebook activity.

It means very little as we're unfortunately kept in the dark - but it is a lot of fun trying to guess.

Good Luck All !

[AntibeTribe]

interesting observation Mugs. While we are all bored on a weekend, if you have the time I would love to know what your hypothetical timeline for partnering may look like?

[MrMugsy]

Interesting question as (I believe) it relates to many variables. Management wants the value of the patents to drive the negotiations and they need to prove the value of the IP first.  Have they completed that with the new molecule and an IBD drug or is that just the beginning of the value creation? I believe we are in value creation mode and will not entertain any offers that fall outside

[3burtc]

Chronic Pain Treatment Market to Reach $105.9 Billion by 2024: P&S Intelligence      January 07, 2019 01:45 ET  | Source: Prescient & Strategic Intelligence     Chronic Pain Treatment Market by Product (Drugs, Devices), by Indication (Neuropathic Pain, Arthritis Pain, Chronic Back Pain, Cancer Pain, Migraine

[3burtc]

Not only is the market for Otenaproxesul out of the universe but which drugs will have to be withdrawn over safety issues? We get 50 % of the market for an unmet need, but maybe climbs to 80% when other drugs are withdrawn. Glta!!!

[Doccole]

I didn't see this on the slide.  Thanks for pointing it out. I couldn't agree with you more.  I look at it a couples ways- 1.  We have these other drugs, and it's open for deals- similar with what Knight did with 346. 2.  Hey big pharma- this what we are doing, we are a stand-alone company and we don't need you. 3.  Otena is on the block, and we are

[MrMugsy]

Doccole ... keep in mind that Knight has the rights to the family of ATE's products (see Knight's pipeline on their website and the article I cut/pasted below) for the following countires ... Canada, Russia, Israel and Sub-Saharan Africa.  They used to also have Romania but sold it back to ATE so it could be packaged with Acbel's geographies.  So, the spreadsheet isn't

[Doccole]

Good points like always. hopefully a positive news in the future