In the Quarterly, ATX said they will focus on Insto investor/s for the CR, esp after the recent raise. Remember, hitting >6 PRs significantly derisks achieving Ph2a and progressing to Ph2b/3. Valuations at that stage can range in the $100s of millions.
Also with the US and Ovarian trials, they can progress straight to Ph1b coz they've already completed safety and toxicity under this trial.
I expect they'll anns 6 PRs and start of the Interim Report shortly, with the results by early Oct and then CR.
ATX had ~$6.5m in the bank end June'24 so they could start/fund recruitment of some of the additional 24 patients this month/Oct'24 before the CR.
