sounds like a reasonable assessment. Without looking at NEUs various SOI over time, at $1 they would have had a MC of c$130m.
anp at 30c will be c$280m. Rett’s syndrome TAM is c US$220m at 2022 with a CAGR of c10%. DMD in comparison is US$1.3bn with a CAGR of c. 5%.
the platform potential of ATL1102 will also add some other strings to the potential.
also - the really stupid fact that 30c sounds ‘cheaper’ than $1 may add to some more FOMO for those that don’t care or understand MC.
30-50c is possible imo ( oppies just in the money ). Then good results pending, it’s off to the races
would be great to get an update on limb girdle, monkey enrolment in thx and most importantly are we on track to be fully enrolled with the boys by dec 2023. But JG is damned either way given the fickle nature of some holders. The one thing I will agree with itsa on is let’s give this new team a real go. They are corralling the ducks nicely imo and have more edge to their commercial capabilities.
GLAH. Slow and steady from here 12 months to go. The pointy end of this starts on 1 Jan when the results get within reach.
ANP Price at posting:
6.6¢ Sentiment: Buy Disclosure: Held
