Post by
MrMugsy on Apr 21, 2021 11:57am
ATE at Bloom Burton
Here's what caught my attention ...
Dan's voice carried well - very exciting review of the company today.
Started with the confidence of "we think we've solved it" ... ulceration.
Mentioned that discussions with BP are on ... a few times in the early minutes of the chat.
Mentions John Hopkins and their work on Alzheimers's and brain cells (You know we're heading in this direction - sooner than later ????)
P3 later this year.
IP is strong - full protection from data exclusivity - which is what BP wants to see
NASDAQ later this year - it's about strategy, tactics and timing.
- don't want to go in the summer
- pandemic was an issue
- and we have cash (to wait)
Looking at the Fall, so near-term
Analysts - in the States now with Jason
Big 12 months ahead ...
- P3 for OTENA
- move rapidly with the next two drugs
- new drug development
- partner discussions
AH roll-in ...
- JW and DL are conflicted so they are not involved
- lawyers on both sides
- at it for 2.5 months and prceeding well
3 Pipeline drugs use the same donor molecule.
IBD drug uses a completely new donor.
(This is important to me because Dan also mentioned yesterday that a new drug is running in parallel with 340 - so if it does well - this likely becomes the donor for the family of pain/inflammation and it buys a lot more patent protection to continue as the leader well into the future)
That's it !!!!
Comment by
Forestview on Apr 21, 2021 12:24pm
Great summary, Mugs. Appreciate you putting the work in to type this out...
Comment by
MrMugsy on Apr 22, 2021 9:13am
Wounded ... I think the extra trials they're doing now is going to help them better pinpoint the pass/fail dosing. Also, they have a plan to use 3rd party evaluators to look into the data and make changes on-the-fly (to dosing) ... to power certain doses depending on what the data is saying. Perfectly legitimate way to do the dose ranging.