ATH 11.1% 0.5¢ alterity therapeutics limited

Ann: Alterity to present at MST Access Investor Conference, page-7

  1. 2,805 Posts.
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    brryh, thanks for your comment. No, I was not able to listen to the presentation, I sleep at that time. But IMO Stamler can blame only himself for the poor value on the market. Practically all scientific info about ATH434 was published 4 years ago, only some abstracts after that. Nothing about PBT2 for 6 months (22nd of Dec), not even that ATH has the patent until 2036. PD is a mitochondrion disease, nothing how 434 works on mitochondrion level. Then we have the new molecules patented, over 100 of them. Nothing about them. What about the ape study, nothing I suppose ( not sure).

    O.K., Stamler knows that they are not telling anything important: " Price sensitivity: No"

    But it is a good thing that he is now wondering why ATH is undervalued on the market, he may come to a conclusion to blame himself. His estimate comes without a single word about PBT2 helping the antibiotic resistance problem which is killing some 700.000 people every year. So ATH is not only 10 times too cheap but much more when you calculate the value of PBT2. But the investors need to be informed.

 
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