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Applied Molecular: Interesting Drug Delivery Approach For The GI Tract


  • AMTI is developing a medicine for pouchitis.
  • The company is undercovered and maybe undervalued.
  • Its drug delivery platform is its key asset.
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Applied Molecular Transport Inc. (NASDAQ:AMTI) is a clinical stage biopharma with one asset that has just completed phase 2 trials in pouchitis, a rather painful inflammatory disease that occurs in patients undergoing surgical treatment for

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This article was written by

Avisol Capital Partners profile picture

Avisol Capital Partners is made up of a team of medical experts, finance professionals and techies, all of whom invest their own money in the picks they share. They aim to help readers find the middle ground between value and growth investing, as they demystify the biopharma industry.

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Comments (10)

Tom W Dorsey profile picture
Combo data in AM.
Access to management is a BAD JOKE!!
We have 70 positions in our portfolio and AMTI is amazing in its lack of shareholder access, no others come close! No response to emails requesting a call, no phone numbers for the company that don’t go to full voicemail boxes and then disconnect, no quarterly earnings calls, no access to management without sending an advance application and waiting weeks. If it is anything like this for perspective business partners, these guys are in trouble.
Avisol does a very nice job explaining the framework mechanics of cholix transcytosis. -nicely done. The drug delivery system used is very clever and very unique and I will be very interested to follow their evolution. I would remain intrigued but cautious. As Avisol notes, there is a regrettable absence of a control group in the FILLMORE trial and these are the sorts of clinical outcomes where placebo effects can approach drug response rates in the 30-40% range. What is somewhat more worrying is that treatment associated histological response rates (microscopic inflammatory improvement) only occurred in some 20% of patients. Based on the mechanism of action of IL-10, one might expect to see robust reduction in lamina propria inflammation associated with clinical improvement. Finally the company has bitten off a lot here. They both have a novel drug delivery system to prove but, in addition to that no one who has gone before them (and many have tried) have proven that IL-10 itself given —by ANY methodology has been proven to be effective in ANY clinical trials of ANY form of inflammatory bowel disease. I am not long. I am not short. But, I do have three decades of experience treating GI inflammatory disorders as a gastroenterologist. That said, the drug delivery system is way cool and I feel like they may well find a better clinical application but…when and how much capex from here?
Avisol Capital Partners profile picture
@Micarian Thanks, that nice description came from a reader who had messaged me to cover AMTI. It is not my own.
I asked about the lack of a control group and was told by the company that this was part of the FDA approved trial protocol and not abnormal in cases where a potential orphan drug with nil toxicity is in trial. There are three other phase 2 drug trials ongoing and expected to read out in 2022, including ulcerative colitis. UC has a much larger patient population than pouchitis. I was also told that pouchitis is the “mt Everest” of GI inflammation and it’s a highly encouraging sign that results for it are positive. I’m not a scientist.
Gordon Gecko was a Commie profile picture
@Avisol Capital Partners thanks for this article! Nice introduction. I might further comment that the UC market remains very large and many patients are not helped by the primary drugs (TNFa inhibitors) used here. Humira only helps 16-18% of the patients who try it for moderate-severe UC. Upside looks huge if some of these upcoming ph2 trials readout positive. And if those readout positive, there are a lot of other indications that may be served quite well by this novel Chx delivery platform. Direct access to the gut's immune system is a very powerful concept.
You are probably right, especially since there is no obvious reason why AMTI with its lack of toxicity can’t work with Humira in a cocktail. That would be great.
Gordon Gecko was a Commie profile picture
@GCManage one reason for optimism on the upcoming ph combo trial for UC is that TNFa inhibitors rely on IL-10 in order to do their job. We know from various experiments that: lack of IL-10 can lead to IBD, lack of IL-10 prevents anti-TNFa therapies from working in IBD, and that blocking IL-10 signaling will prevent anti-TNFa therapies from working. We don't have the specific experiment that would most most relevant: we don't yet know if adding some IL-10 will solve these problems and allow more people to benefit from anti-TNFa therapies. But there is a nice logic to hypothesize that it will help.

@Gordon Gecko was a Commie What’s your view of AMTI at current price levels close to $1.00? Is there reason for optimism with two more clinical trials yet to read out?
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