PER 1.27% 8.0¢ percheron therapeutics limited

Ann: ATL1102 DMD Clinical Trial Application Submitted in Europe, page-65

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  1. 13,737 Posts.
    lightbulb Created with Sketch. 1461
    Let me elaborate on my previous post

    Example

    Pyc has a MC $203.6 million
    Anp has a miserable MC $ 53.5 million

    ok: so that’s established

    Pyc is still in Animal studies ( market $1 billion)
    Anp is also in animal studies.
    However
    Limb Girdle . And other indications will have accelerated approval because off the safety data already generated.(market $4 billion just on LG)


    Now
    Anp moving forward with DMD is a given : Replicate the end points from the last trial and we have commercialisation .$$
    Anp is confident besides LG we will have many other muscular degenerative indications to follow
    But wait:
    MS is a neuromuscular disease..
    and my DD tells me there are many indications to follow
    Eg..Dementia ( inflammation of the brain)

    conclusion:
    Akki: your Hyundai is a standard 130i
    Anp is the top of the range Santa Fe with all the bells and whistles..

    So compare both Market Caps and see there is a huge space between both
    Anp to achieve a Mc of $203.6 mill is a no brainer.
 
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