Antibe Therapeutics Inc(Pre-Merger) ATBPF

IBD update ... market size

[MrMugsy]

Got some numbers.
Guessing that means the IBD market is presently valued at $12B-$15B in those 8 geographies.
To grow to $23B globally in the next decade.

https://cdn-ceo-ca.s3.amazonaws.com/1gjmn13-New%20Chemistry%20at%20ATE.PNG

[Nick80]

that is very positive indeed, however our potential IBD drug is many years away from being relevant and to be come relevant it has to pass so many hurdles. I cant imagine how many raises and interviews and trails are necessary to bring this forward... and one event can kill it on the track. I am desperate for some good news to but that ain't good enough.I didn't come to terms being

[MrMugsy]

Nick - please forgive - but I don't look at share price as an indicator (unless I'm selling). That being said ... the question really is ... is there anything of value here? That's for everyone to decide on their own - no one can make that decisions for you. As far as I'm concerned, I look at OTENA as being in a very unique and interesting place.  GI safety and CV saftely are

[Nick80]

I agree with you that this is the pathway any company should take to spread the risk. In hindsight I wish I invested only 1k since the focus was for a long time only on one drug and it appears to me that mgtm is scrambling and backtracking to broaden their opportunities now as they realize that 346 might not become the blockbuster drug they promoted.  That said you are right lets see what

[MrMugsy]

Let me ask you Nick ... just for fun ... what do you think happens to OTENA if we can't bring the dose down?  Do you think the drug is done or do you think there are other pathways to major sales?  I see additional pathways so I don't see negotiations stalling for long.  It's a tradeoff now - more value for extended testing - OR - shorter testing with smaller opportunity