UPDATE ON PFIZER’S PHASE 1B OPEN-LABEL MINI-DYSTROPHIN GENE THERAPY TRIAL FOR DUCHENNE, page-4

Terrible news indeed for the boy and his family.

This is not the first time Pfizer's GT program has been stopped due to "safety" concerns.

FDA has placed a clinical hold previously...and now they can add another couple of years on the sidelines.

This will have a negative impact on Sarepta's GT program too...and Roche by association.

As if the FDA wasn't already skeptical about the Gene Therapy approach for DMD...now this.


Where does that leave ANP?

mRNA tech is safe, we know that.

We also know ATL1102 achieved compelling efficacy results in Phase 2B.

ANP's Phase 3 program stands out as beacon of hope for the DMD community.

For Big Pharma - ANP can provide a short term hedge against the uknowns / mysteries yet to be solved with Gene Therapy.

We are talking 2 years with ATL1102 vs +10 years with GT.

IMO we will not see ANP sell drugs - ANP will be acquired by Pharma....just a matter of when?

Today's unfortunate news adds at least $100m to ANP's market cap...assuming FDA sidelines Pfizer for 2 years.

ANP is clearly the front runner now - and as Dr. G said "we want to own the DMD space".

What will Wilsons and Morgans say in their next update?
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