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clock Created with Sketch. 16/01/24
16:52
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Originally posted by itsagas:
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Antisense Therapeutics (ASX:ANP)Power says focus will be on ANP in 2024 with the primary endpoint readout of its Phase 2b trial of its lead program ATL1102, an antisense oligonucleotide treatment for Duchenne muscular dystrophy (DMD), due mid year.ANP is currently undertaking the international double-blind, placebo-controlled Phase 2b trial following positive clinical data from a prior single-arm Phase 2a study.All four participating countries are open for recruitment, with 10 patients already receiving study medication and more patients in screening.The Data Safety Monitoring Board (DSMB) hasn’t identified any safety concerns so far and will continue to monitor safety throughout the study. No patients have dropped out of the study, and feedback from investigators is positive.The last patient in (LPI) guidance has been revised to the first quarter of 2024, with minimal impact on funding and reporting timelines.“Looking ahead, ANP is heading into a big 12 months with plenty of catalysts to keep the market on edge,” Power says.He says the market can expect newsflow around DMD recruitment milestones in Q1 CY24 along with topline readout expected mid-year.
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Itsa, have a look at Dyne Therapeutics. Their exon skipping pipeline is similar stage to PER 1102 pipeline, but their market cap is USD1.3 billion; i.e. valuation >40x. Go figure!
