The "Hidden Germ" presentation gave perhaps some new new info:
- many other neurodegenerative diseases related to iron overload AD included
- perhaps many scientific presentations during the spring to present study results starting in March, like the monkey study and the open-label study. IMO, seems to be in the American Academy of Neurology (?) in April and at least one or two other meetings.
- sales estimate 1.1B is based on a very moderate estimate and only for MSA. He does not tell us what would be the estimate if 434 would work in PD (the primate study results!!! ) and even in AD ( not supported by any research informed us today). After the primate study results, IMO, it would be a positive thing to give an estimate of sales also in PD. The estimate in MSA has been told already for 5-7 years. Soon ATH434 will enter phase 2 in PD so it is needed to get some estimate about the money and at least the number of PD patients. This info about the money is "The Germ" of this company, but was not told, yet.
- 434 is about to enter phase 2 in PD demonstrated in one slide
Stumler has a lot of work to convince the investors, but perhaps he has something to demonstrate now.
ATH Price at posting:
0.5¢ Sentiment: None Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)