Akcea market cap $1.7b.....for Phase 2 innovation. They'll get...

Akcea market cap $1.7b.....for Phase 2 innovation. They'll get "double digit" royalty on top of $1.3b in milestone payments.

I've been writing here about Pfizer and Biogen possibly being interested in what ANP have to say with full data publication in November.

Sarepta is the obvious partner but  Pfizer and Biogen have deeper pockets...in fact ATL1102 could compliment the drugs of all three companies

Reality is: cheaper for these giants to pay for ready to roll Phase 2 innovation than to develop from scratch.

The other reality: BIGGEST value accretion happens in the transition from Phase 2 to Phase 2B.

ANP market cap under $500m is laughable compared to NASDAQ peers.

Onwards and upwards to Itsa's $2 target.

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