antisense gen2 reduction drugs!!, page-31

Wormy, as you say ATL1103 is currently being trailed for cellular activity relevant to cancer at the Mattel hospital in California. This P1 trial is monitoring the effect ATL1103 has on markers/activity in IGF serum using samples from subjects of the multiple dosing stage of the clinical trial. Should be successful as i believe it is a result of reducing the IGF in the first instance and to me just appears as a formality with some potential further upside.

Another thing that perhaps has been forgotten through all the excitement of ATL1103 is the partnering option for Afandin re ATL1101 for prostate cancer is very close to a conclusion as they were given 6 months from July to raise the funds needed to take ATL1101 through to PI/II for prostate cancer.

“In the animal studies conducted in collaboration with Professor Gleave, ATL1101 demonstrated its effectiveness in suppressing human prostate cancer tumour growth. Of significance, ATL1101 is the only gene-silencing or RNA-targeting drug to this target known by the Company to be in development”.

If Afandin have raised the funds then there is a good possibility of announcement coming on this prior to Xmas also.

“Based on successfully raising the required funds and exercising its Option to License ATL1101, a new corporate entity will be created that will be co-owned and managed by Afandin. Upon execution of a License Agreement, the new entity will hold the license to develop and commercialise ATL1101. In return for the license to ATL1101, ANP will receive a significant equity stake in the new entity and will also receive a significant percentage of the commercialisation benefits including a percentage of any future licensing income received and a percentage of the royalties on ATL1101 sales.”

So similar to what ISIS have done here with ANP etc.

Grae1, I can’t see GlaxoSmithKline doing a hostile takeover of ANP with ISIS in the picture. No way would GSK want to upset their relationship and multibillion dollar agreement/commercialization rights with ISIS. If ISIS were to support it then maybe... but i just can’t see ISIS doing that!

I can see ISIS taking over ANP someday if ANP continues to float under true value.

I think there is every chance GSK could end being a tie-in for ANP as they are involved heavily with ISIS in generation2 antisense trials right now, so to me it seems like the perfect match!

In the meantime clinical results and tie-in partners for ATL1103 should be the topic at hand as these are the biggest things happening for ANP at the moment... The director’s excitement towards the attention they are receiving through the pharmaceuticals industry IMO tells the story of the potential partners and the size of the offers they have been receiving.

Remember we are talking about the former Exec/hierarchy of CSL here... and it doesn’t take a genius to connect the dots that through ISIS and validation of liver targeting antisense drugs that ATL1103 is hot property after 7 years in the making.

Also the size of the buyers as of late tells a tale of its own. Why so big and why so many of them??

There are at least 5 price sensitive/significant announcements out before Xmas... i believe all will be in favour of ANP having a substantial rerate.

After Xmas and for the first 6 months of 2012 will only see further fuel added to the share price re-rate with Mipomersen being approved for marketing in February. This means antisense Gen2 liver drugs are about to be marketed widespread/globally... which normally sees a river of investment/capital into the shares of all those associated with the drug type i.e ISIS/GSK/ANP etc.

As this string of announcements draws ever closer, and i start to see Christmas decorations go up all around the city... i get a little excited at the thought of just how close all of this is to actually happening, and what it means for ANP as a company od course us as shareholders!!


The perfect storm imo!



JMO, and Good Luck!