PER 0.00% 7.7¢ percheron therapeutics limited

Ann: US FDA Feedback on Type C Meeting for ATL1102 in the US, page-99

  1. 1,063 Posts.
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    To be honest, I was feeling a little impatient earlier in the week (mostly due to work-related news), then reminded myself:
    1. excellent p2 data on small dose
    2. shortcut to market (EU - small p2b, same endpoints as p2)
    3. fantastic broker coverage / insto support
    4. fantastic feedback from leading expert (Voit)
    5. Charmaine jumping on the board
    6. tiny market cap (~$100M) vs addressable market (many times that per-annum)
    7. huge unmet need in non-ambulant DMD boys
    8. potential to help younger/ambulant boys too (Voit confident)
    9. potential broad range of applications (other muscular dystrophies + general inflammatory-related conditions)
    10. FDA: happy with endpoints, we're applying for fast track designation + tox study can be done in parallel
    11. short term news incoming (EU PIP feedback, additional indications)
    12. potential to become a platform drug

    ... I ended up going from feeling slightly impatient to happily buying more.

    Good luck guys!
    Last edited by mephistophles: 03/06/21
 
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