UPDATE ON PFIZER’S PHASE 1B OPEN-LABEL MINI-DYSTROPHIN GENE THERAPY TRIAL FOR DUCHENNE, page-14

Happy New Year ANP punters!

Unfortunately the bot has not gone anywhere.

What a contrasting trading pattern compared to peers such as IHL, IMU, ACW etc.


Just quickly on the Cancer reference - ANP has mentioned a few times that they see great potential for ATL1102 in other "Fibrotic" diseases.

Well, Fibrosis is a key pillar in many Cancers.

In many of the early pith decks, Cancer was an indication mentioned by Diamond.

Let's see how the Board navigates the waters this year...

While Dr G. is correct in saying "we want to own the DMD space"...it would also be wise to spread the risk into multiple programs.

The AGM messaging was non committal on anything outside of EMEA P3 for DMD - the Board seems to be hedging bets.

The more time goes by without Sarepta spending any of their $2B cash...the more the likelihood Sarepta will become involved in our program at some stage.

Good luck all.
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