Antibe Therapeutics Inc(Pre-Merger) ATBPF

nosh

[Nick80]

Hi what are you guys think about:
https://www.avicennatherapeutics.com/technology

Would they be serious competition for ate 346, 352 or 340?

From my understanding their platform might outperform ATE's 340 drug if successful, however what about 346 and others? 

Their nosh platform is in pre-clinical only meaning ate is very well advanced and derisked compared to them...

[MrMugsy]

At first glance Nick ... I personally won't be losing sleep over it. Not only is Wallace on their advisory board, he's also discussing the potential of NOSH-NSAIDs openly in his papers.  For him to be on their board, he sees no conflict and he obviously hasn't raised a conflict of interest. Also, this company seems to be focusing on cancer alone (as per their website information

[Actuarial]

If you have reviewed Avicenna pipeline, you would understand why NOSH is not a competition to ATE yet. And if you Google the details of NOSH patent, you will see a name Wallace in the reference. Ha, NOSH might be a competition someday. However, the someday is far far away as Avicenna has nothing serious yet . And their patents rely on ATE platform. Even they might have something better, they have

[MrMugsy]

Thanks Actuarial ... interesting points.

[StockingUp21]

so Antibe is like cassette tape in the 90s to be replaced few years later. This is not good long term investment especially forever delays and the second drug here is same stage as their drug now. 

[Actuarial]

8k TV is much better than 4k TV. So no one is going to buy a 4k TV? Also, the first safe nsaid in the market is the winner, the second one only split the market. It is not going to replace the first one.nosh has no clear advantage over h2s as nsaid unless you refer to cancer treatment.

[StockingUp21]

No use having debate. Nosh will come to market first at this speed so I wish I can make even before this before continued downfall.  

[Actuarial]

Obviously, you don't understand the logic behind FDA review process. NOSH and H2S are not in the same field. NOSH is in Cancer treatment and H2S is in NSAIDs. FDA is not going to approve NOSH simply because NOSH is more advanced in technology. FDA will review only two things, pain relief efficacy and safty profile. And, once OtenA is approved, NOSH has no room in this field because both OtenA

[Nick80]

Thanks appreciate all your comments !