PER 2.47% 7.9¢ percheron therapeutics limited

Again, another dot point to see where PER is going. The science...

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    Again, another dot point to see where PER is going. The science is largely settled, the clinical trial is fully enrolled. Time to advance the engagement in the largest market.

    A couple of questions;
    Firstly, what is meant by the phrase as momentum grows in the ATL1102 program? My guess is that it alludes to the fact that DMD is a disease indication within the program but doesn't wholly represent the program. In order to understand the program we should look at the pipeline slide in the most recent presentation: DMD combination, LGMD, MS and other Undisclosed Indications. Yes, the laser focus is on the task at hand in relation to DMD monotherapy in non-ambulant boys but the strategy is evolving for other inflammatory diseases. Talking of evolving, the pipeline slide refers to MS and Undisclosed Indications as being Under Strategic Review. Two points spring to mind; there is a heap of data already in MS where the US hold is about to be lifted and where the efficacy of ATL1102 at lower dosage is better understood; it may be best to understand Undisclosed Indications in the context of orphan diseases.

    Secondly, what does the incoming Chief Medical Advisor mean by her reference to excitement in the potential ATL1102 has shown to date in DMD? Of course, I don't know what the CMA had in mind but it does appear to signify a growing level of excitement around efficacy. Does this mean that we can only go back to the excitement generated by the Phase 2a published results in the clinical trial in Australia or are there events post Phase 2a that help build the case for heightened excitement? The last enrolments for the Phase 2b were made in late May and by that stage several patients had already completed their 6 month course and presumably had been interrogated by PUL2.0, Myopinch and Myogrip and further being eligible had opted to continue treatment.
    Last edited by waynesworld: 06/06/24
 
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