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BoomCrashOffera

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18/09/23

13:37

Post #: 69900668
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Originally posted by waynesworld: ↑

If a partnering deal were to happen next month then negotiations would already be well advanced. In fact, one would suspect that the terms of the agreement would already have been initialled subject to final due diligence and the approval of relevant boards. Ditto, if the deal happened next quarter albeit the longer time horizon would suggest the potential for the assessment of competitive interest in the platform.

One would assume that negotiations are not data dependent and agreement has been reached on the dosage rate albeit the possibility remains that the data could be further improved at a higher dosage rate of 50mg. The partnership or partnerships will allow ANP to meet its stated objective to position the drug globally and presumably bring forward the opportunity to run combination trials.

My only personal excitement is not only that the 25mg dosage rate restricts just the right amount of white blood cells from moving into muscle tissue and dampening down inflammation but that ATL1102 modulates LTBP4 and Thrombospondin-1. The downstream modulation of these two critical proteins will help guide future disease indications including the potential to address the growing incidence of myocarditis.

Its all a question of whether its the 800-pound gorilla in the room or whether its Gorillas in the Mist.

Expand

We need to submit the international IP applications on those new aplications of ATL1102 as partnership licensing is only going to happen for current IP that ANP has registered (or to a lesser extent, patents in the application process).

ATL1102 invention patents expired in 2019 so anyone can apply for a methods of use patent using it.

ANP doesn’t own ATL1102.

Last edited by BoomCrashOffera: 18/09/23

ANP Price at posting: 6.8¢ Sentiment: Hold Disclosure: Held
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For General Information, page-2976

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

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