US deal for ATL1102, page-2

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27/03/21

17:25

Post #: 52086358
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Originally posted by George1972 ↑

To look at things from another angle, i try to put myself in others peoples position to see what may happen.

If I was the CEO of Sarepta, i would be in pure crisis mode right now.

At December 31st they had US$1.8 billion cash in the bank. The market cap has fallen from US$14bn to US$6bn.. i have US$500m in revenue with most coming from Exondys which has been on the market for 4 yrs but I have an approaching deadline to show clinical efficacy or it may get pulled.

My share price has fallen from $180 to be sitting right on key support at $75..

What if I just push forward with the exon skipping and the FDA pull my main drug?

What if Roche gazump me and take over the US rights to ATL1102 or Antisense go it alone in the US?? What if the Pfizer DMD GT beat us to the punch?? It does not look good for Sarepta under any of the above situations..

If I was Roche, i would take the US rights to ATL1102 for DMD and squeeze the life out of Sarepta and then take them over cheaply..

With $1.8bn cash in the bank and a 1 year trial for ATL1102 in the US, Sarepta would be crazy not to do a deal. It gives them a whole new story and some time to breath. Also, doing combination trials for ATL1102 and the exon skipping drugs may allow them to get the FDA to push out the deadlines to show clinical efficacy for Exondys..

All roads lead to a deal with Sarepta in the US.

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Agree 100%

Throw in now the Professor Voit connection...and a combination trial makes so much sense.

How much ‘shade’ did Diamond throw at Sarepta in yesterday’s presentation?

Not so vailed message to Doug Ingram

As Waynesworld said last week, Doug just needs to get the Roche agreement out and swap the entities ...this time Sarepta paying $750m upfront.

Has all the makings of a Hot Copper ‘fantasy stick’...

Just need Wombat here plucking revenue numbers like he does on RAC forum.

.

ANP Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
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US deal for ATL1102, page-2

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