$1B is what Sarepta already receive for a drug which doesn't show any efficacy on a very small sample space of medically unique boys that they currently treat. If ATL1102 shows efficacy for all of the DMD population, then $1B for ATL1102 USA exclusive rights (in DMD only) doesn't even scratch the surface. Admittedly, Sarepta dose only once at $3.2m/patient and ATL1102 could be $200k/patient/year for many years.
Btw, if anyone here thinks the our previous MD or anyone on behalf of ANP generated or particpated in any dialogue with Sarepta whatsoever, then think again. Sam likely knows it and I'm guessing maybe Boomy and a few others do too. Don't believe it ? Then ask. Only since MD the MD departed, has any conversation been initiated with them. That says a lot about the old team and their modus operandi.
Boomy, IMO your last post nailed it. ANP didn't want to raise at 5c, Bianca did though. I was pleasantly surprised that Morgans managed it and we didn't see Xcelerate involved.... don't start me on that. But hopefully that's one foot out the door.
ANP Price at posting:
5.5¢ Sentiment: Buy Disclosure: Held
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