The company is very undervalued for where it is now. Just concentrating on DMD fair value would be 5 to 10 bags from where we are now. This will keep increasing as the trial developes (blinded study, so readouts will be at the end of trial?). This is why looking at market cap, rather than share price is so important.
Pricing the other indications becomes a bit more difficult, but we did show promise with MS at the lower dose. Higher dose will be available after the tox study results next year. Another bag or two there.
Long Covid and LG all have value, but at the moment, due to early stage development, its hard to factor in. Same with all the othe CD49 inflammation diseases.
If/when approval is given the party will start. Potential earnings are significant. ATL1102 has potential for all DMD boys, and is a continuous treatment. This more or less guarantees market growth from DMD every year. Even those already treated with other treatments could be eligible for ATL1102 (from combo study results).
Huge potential here. This trial is the company making one. It needs to be done correctly, and we need statically significant results (the results from our last trial will do).
The market isnt interested yet, as it still sees risk in this trial. And this market hates risk at the moment. But with more data, that risk reduces, and then we may see things happen.
The next 12 to 18 months are exciting ones.
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