atl1103 japanese patent granted, page-8

Logzy, I think we are finally in a good position to move the share price. Mr Pipman is on the wrong end of ANP at the moment trying in enter back in at 008 IMO. Pipman is short and of a decent size so is nothing but a burden on this stock moving up as he sold heavily into recent strength... The string of announcements lately has drained most short positions and I believe now we have a good run of announcements coming they won’t be able to re-enter without chasing it up lol.

“The granting of the Japanese patent is an important step forward in ANP’s business strategy to obtain protection of the Company’s intellectual property on a global basis. ATL1103 is also protected by other Isis proprietary antisense technology and manufacturing patents and applications to which ANP has world-wide license.”

This is an interesting comment. I’ve spent a lot time investigating just where we stand with regards to ATL1103. From what I understand ATL1101 and ATL1102 were both cross licensed agreements with ISIS. Which basically means ANP was in for around 50% before the collaboration use of the ISIS platform which would put ANP at 37.5% then less the commercialisation take which would at least be 15% off that putting ANP’s global take at around 20% of global profit. That is for not lifting a finger after development/trials mind you.

ATL1103 appears to not be a cross licence but will still come under the Isis proprietary antisense technology collaboration platform ISIS use for their other satellite companies. Looking at what ISIS take off of their other satellite companies it is very decent in fact, ATL1103 appears to be up for only the 25% royalty to ISIS on all global sales. So if this goes ahead 75% less the commercialisation take etc which would still put ANP’s take at over 60-70% of a multibillion dollar unmet market where some of the diseases we will be treating currently have no treatments available at all…. This also says to me ANP has a lot of room to move for negotiations to get this to market on favourable results….OR we have a lot of room to move to hand over the remainder of the trials to GSK or ISIS and still retain over 50% by the time it hits market. GlaxoSmithKline and ISIS are currently set up for doing advanced trailing of 6 different series of antisense drugs and this is where I believe ANP are about to hand over the reins to this alliance for a free carry but a lesser stake imo. The ISIS/ANP strategic alliance is the key here and why imo the directors have bought in.

The average drug takes 7-10 years to approve and bring to market. Most fail within the initial stages. ATL1103 is into its 7th year on human trials and is still looking like the winner I would want to back. The superior results this early on low dose combined with the fact that most antisense drugs downfall in the past has been lack of potency means ATL1103 is a very strong contender for domination in this market they are targeting.

Something really big about to happen here imo



JMO and Good Luck!