Antibe Therapeutics Inc(Pre-Merger) ATBPF

IBD News - Q3?

[baggerx99]

End of Q3 is nearing?

[Harper75]

They had opportunity to change the timeline with the July update...that made me think they must be confident with only 2months remaining in the Quarter.  

[MrMugsy]

Not IBD but a new molecule was planned to be introduced in Q3. Don't expect it until Q4.

[Harper75]

Q3 still has some daylight but a delay to Q4 (or later...?) at this point chips away at the remaining confidence I had in the Antibe team.  WTH are we to think if they are unable to meet deadlines updated 60days out.  

[MrMugsy]

It isn't about hitting or missing timelines - it's about choosing "when" to release. Lets wait for A before we do B.

[Harper75]

I agree that strategic  "A vs B" should go into the timeline narrative but I disagree that missing milestones is of no consequence.   Devise the plan...communicate the plan...execute to plan.  I'm old fashioned that way...

[MrMugsy]

So am I Harper ... and I agree with you (in general). But we're not making widgets here.  We're dealing with the unknown in drug development - as we learned back in the AME. So if you were to ask me for a schedule in drug development, I'd tell you that you're not getting one. That's not acceptable either. So you're stuck getting what you get

[Harper75]

Hey Mugsy - thanks for the detailed reply.  Delays are to be expected - no arguments here.  I was calling out any Corporate update should be be able to forecast accuratly 60-90days out with more uncertainty the further out the timeline.   Perhaps I'm overly anxious for the positive new cycle to re-start after riding this wave for too many years.