Atl1102 a Blockbuster drug ., page-5

Nice thread ITSA..

TBH we just need to get approved for the DMD market. That in itself is blockbuster especially for the kids who have no treatment for a very long time. Value is there in the DMD market as evident with Sareptas MC..

Also the MGT is only concentrating on Atl1102 as mentioned a million times in the new corporate Preso..

Obviously they are still trying to tap the Inflammation market, but looking at the progress in DMD (EMA and FDA), the management needs to concentrate on them and get the trial approvals etc ..Those approvals in itself will be worth much more to the current MC..

Inflammation is a huge market but work needs to be done starting from securing patents and some trials which will take time and money and that will not give immediate boost to the SP...it's a long term plan unless big Pharma comes in and decides to fast track the process...or partners which is not likely considering ANP is just in the initial stages...

DMD market and progress is something that will attract any big Pharma. I think the SP is being played as the finance part for this trial is not confirmed..New retail investors possibly waiting on clarity on finance but as George or Sam mentioned Retail buyers are exhausted. It's the instos who will drive this from here along with some corporate action ...

Presentation mentions Ionis partnering with big names ..Is Ionis interested in partnering is another question??

It's very hard to speculate what the management is doing ..who is interested in partnering ....etc..How are they organising the finance??

Sarepta being slammed a few times...Preso taken off when Sarepta was slammed ..Prof Voit being mentioned ..Now ANP saying combo with dystrophin restoration is in plans...which possibly means Sarepta..especially as Prof Voit may be involved...

Then Non Dilutive funding being mentioned a few times...

I think the nest announcement would be on the Finance etc..along with FDA fast track followed by the EMA progress ..

Anyways we wait..