Sarepta FDA Hearing, page-77

Let's not discount the combo trial results showing that ATL1102 did exactly what it was supposed to do, but actually provided NO benefit to microdystrophin/GT at all. In other words, it could potentially show exactly what the FDA fear and that Sarepta are making billions from a drug that simply doesn't help or show working proof, yet doesn't harm. That's a difficult path for ANP to navigate as a $50m MC vs $14B MC. It's an easy way to get an enemy, especially with a company that wants no friends.

Or perhaps ATL1102 reducing the inflamation allows GT to get microdystrophin back into muscles. It's likely Sarepta would reject the claim anyway. They don't want the help and they certainly don't want to share the revenue.

Which option fares best for ANP's future ? CG did say she wants to own the DMD space and given the optics of Sarepta lately, they don't want any help from anyone in case it shows weakness. To me, the proofing ground and global acceptance for ATL1102 must be done away from US turf, while ensuring there is a path back to the USA at a later date (which IMO will be with the likes of another big pharma)

I just know that looking at all options increases all of our understanding and I fear the group is mind heavy with Sarepta. I know I have been in the past.

Thoughts and ideas ??