Hi mac9,I think you may able to help me as you seem to have some...

Hi mac9,

I think you may able to help me as you seem to have some medical quals/understanding as well as drug company knowledge. I am trying to value the MS potential commercial value of ATL1102.

I note - and have some questions regarding:

1. ATL1102 can be manufactured and sold generically so ANP’s protections rely on registered patents for disease application and/or ODD status.

2. MS has about a million sufferers in the US (1 in 333 incidence) and the rare disease threshold for the FDA, I googled, was 200,000 cases so ODD status has been and looks like being not possible.

3. The original MS patents that ANP has registered (active brain lesions) expire in 2029. Given we need to fund at least one trial after gaining $$ from DMD, it seems there is little window of commerciality for that patent. What is the chance those patents could be extended.

4. We have also applied for MS patents (under examination) in “hypointense lesions”. If granted, these expire in 2038. What percentage (if you know) is that a subset of the total MS incidence?

Happy to have others answer.