Good morning Tuts,
I do have experience in this area, and I have no doubt that the team would have always been interested at looking at volume changes ... I certainly would want to see this. They explained that they are now able to beat the enormous time issues around rendering the MRI scans to 3D. Our partners at Vanderbuilt are now using AI to further computerise/use new tech, to save the huge man-hours previously required to do this rendering. In fact, ATH, via Vanderbuilt, have made huge jumps in several areas ... to the point that I believe they are now world leaders in the field.
This morning's zoom meeting was excellent.
I don't have time to elaborate but they are ticking so many boxes now.
I had the pleasure of an hour long zoom with Stamler about a month ago, where he happily answered all my medical/science based questions. I wish I could get the same access on several of my other investments.
A key takeaway for me, from today's session, is the change of Primary endpoint, all legitimate and very smart I might add ... along with the two week extension for the 202 results.
I was pleased to see that Daniel picked up my question around the overlapping areas they are witnessing between MSA and PD. He spend some time unpacking it. To me, the answered boarded on being 'price sensitive', if you know what I mean. As a result I am looking for a way to finance further ATH purchases.
As I said ... very, very impressive presentation. I believe that ATH is now, as a result of what they have learned from bio-MUSE, on the edge of something big. Let's see.
All my own views and opinion only.
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