PER 2.41% 8.1¢ percheron therapeutics limited

Here’s the thing The label (the regulatory approved indication)...

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    Here’s the thing

    The label (the regulatory approved indication) can only reflect what a trial demonstrates.
    If the current study is regarded as the registration study ATL1102 would be indicated for use with background steroids.
    If 50 is better than 25, then 50 would be the registered dose. If the doses are equivalent then the agency pushes for the lower dose to be used.

    If the trial demonstrates 50 is better then the regulator will approve that as the dose.

    But it must be the results of the 50 and the 25 in this trial.
    Prior results not relevant

    Now if Atl1102 proves it shows more efficacy than Sareptas “gene therapy “

    Then
    It Will depend eventually on what the physicians prescribe and patients want.
    In other words
    In my opinion
    When PER announcement says “ possible $1 billion revenue “
    Tells me Management are confident that some of the Physicians will use Atl1102 as their preferred drug to treat DMD ( non ambulant then ambulant boys )

    My call >$5 is not far fetched after all
    When you consider
    Sarepta has a MC $15 billion
    ( yet to show efficacy)
    Cost Sarepta $300,000 and $3.2 million
    Percheon $ 200,000
    Which drug would you as a parent choose?
 
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