Antibe Therapeutics Inc(Pre-Merger) ATBPF

This is much more than "commenced"

[Actuarial]

"we’re now entering confidential discussions for the large markets"

[GameChangerBet]

Perhaps they're close to a deal and want to partner up for the start of Phase 3. Could be a reason for the start to be slightly pushed out, buy some more time to finalize a deal. Just speculating between the lines..

[MrMugsy]

Yes - I'm sure they would like to conclude an agreement. All depends how many companies are in the running and how far the valuations are from ATE's expected payout. I think you could very quickly get there if two sides can agree to a valuation based on milestone payments, up to and including a successful P3 (where P3 will still be run to Antibe's gameplan). A deal could happen at

[Arbourmark]

The reality the longer this dance with big pharma goes the more ammunition we add to our valuation. It would be in big pharma's best interest to hammer out a deal now versus letting Antibe produce more stellar results. I personally feel another Nuance structured partnership at a higher valuation will be the next big news release.

[GameChangerBet]

Definitely. The longer it takes to strike a deal, the more that deal will be worth.  Dan mentioned that very same thing in a recent conversation.  His exact words were: " we will only partner at this stage if it's a good deal ". They know very well the value of the deal by holding out, which is why they did the cash raise.  Raise the cash now to proceed with phase 3

[StockingUp21]

zero credibility 

[StockingUp21]

For 100th time they say that.