Ann: ATL1102 Revised Plans accelerate reporting of unblinded data, page-53

My thoughts after the webinar:

Good news:

• We're finally headed back to "the clinic" and we'll be there soon (possibly starting this calendar year).
• Funding for the IIB is largely sorted. There will be no significant near-term dilution.
• We should have placebo-controlled results by early 2024.

Bad news:

• The funding we needed for the original IIB/III plan was not available under attractive terms. (reading between the lines on what MD said.)
• Potential partners told us to pound sand until we have placebo controlled results (reading between the lines on what CG said.)

Other thoughts:

• It sounds like our goal has changed from let's usher ATL1102 to commercialization for DMD and go it alone to let's partner it out/sell it after a successful Phase IIB (my interpretation).
• The PIP with EMA is still active if/when we start the approvable Phase III trial there.