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You tell me.
"In late July, Cassava added an open-label extension to its ongoing Phase II and III clinical trials for Alzheimer’s, which attracted 89% of its Phase III patients."
I think this sentence speaks to the fact that when options are few, people will grasp at any straw.
So while A2-73's OLE enrollment of 90%+ is great, it needs to be taken with a grain of salt.
I for one am happy about the recent approval of the mAbs drugs for Alzheimers.
Not because they work but because you have to have a carrot at the end of the stick.
In recent years a number of BP's have dropped out of the CNS space and considering the failure rate it's hard to blame them.
Approve something/anything to set the bar and let human ingenuity take it from there.
Asia.
I'm curious about everyone's thoughts on blarcamesine /Asia.
Dr. Missling has mentioned it several times and I assume that's their next move right after FDA submission.
Big market/big bucks?
Does anyone know...
Do they follow approvals of say Japan or China the same way smaller countries might piggyback on FDA or EMA recommendations?
I know we pay the most for drugs but where does Asia land on that scale?
Xena once said a Japanese partner is required to market to Japan. Is this a common practice in Asia.
Will China honor our patents or ignore them like they do with other things?
Would we slash the price to get volume (4.5 billion population)?
How about a NYT page 7 article that briefly mentions congress will be holding hearings as to why a safe and effective AZ treatment has been approved in Europe and Asia but much to the dismay of U.S. citizens it's currently unavailable here.
I wonder about that response.
Assuming Alzheimer's is our first approved indication and we will partner to some degree, I would hope the partner would pony up enough cash to deal with that potential problem so as to avoid dilution on our part.
Alzheimer’s Blood Test Outperforms Standard Diagnostics in New Study.
https://www.smithsonianmag.com/smart-news/alzheimers-blood-test-outperforms-standard-diagnostics-in-new-study-180984791/
Good observation.
I'll be trying that.
I've wondered about the nighttime dosing thing.
On rare occasions I wake up to go to the bathroom and I'm dizzy.
This is a BAD time to be dizzy. It's dark, I'm groggy and headed toward porcelain.
And older people tend to get up and urinate more frequently.
Can they?
It seems to me that would make the trial very messy.
Unless you slow titrate and nighttime dose everyone what good would a 10 week measurement be when full dosage was reached on an individual basis.
I think this will just be something a GP will tell a troubled patient at the follow-up call/visit.
I believe we'll have 20% of that 15.4 billion in free cash flow(which is what dividends come out of) so I'll divide those numbers by 5.
They're till nice numbers.
I think this is it.
Thanks for spurring me to hunt it down.
https://www.fiercebiotech.com/biotech/cognitions-phase-2-shine-data-tarnish-alzheimers-prospect
Question. About 3 days ago a small biotech was up big on AZ phase 2 results.
It was an oral pill that seemed to have a similar MOA to blarcamesine .
Does anyone know the name of the company?
My post was more about bureaucracies.
We don't even know if the FDA can be trusted to act in the best interests of it's own populace.
The EMA is probably so weirdly complicated logic would feel alone and afraid in it's sacred halls.
I think you're reaching but I'd love to be wrong.
Probably meaningless, but I had a number of 7/19 $4 covered calls I sold a month ago assigned this morning.
Usually this occurs at market close tomorrow and if someone needed the money it's quicker and safer for them to just sell the call.
Question for the board.
On the latest slide deck it states we have good patent protection to 2030-2039.
What begins to happen in 2030?
Will others be able to market generic versions?
Will they have to run trials first?
Will approval for an indication grant us additional time?
TIA
The brain makes a lot of waste. Now scientists think they know where it goes
https://www.npr.org/sections/shots-health-news/2024/06/26/g-s1-6177/brain-waste-removal-system-amyloid-alzheimer-toxins?
I don't think he offers a realistic solution.
" recruiting for the new Rett study shouldn't be too long"
I thought I remembered recruiting the first time was difficult because of the small population size.
And since the low hanging fruit are already on the drug I would think this will be no easy task
considering they are looking for a larger N.
Dementia Breakthrough: Brain Scans Predict Disease Up to 9 Years Early.
https://www.sciencealert.com/dementia-breakthrough-brain-scans-predict-disease-up-to-9-years-early
Scientists reveal the brain’s surprising role in regulating the immune system.
https://www.psypost.org/scientists-reveal-the-brains-surprising-role-in-regulating-the-immune-system/
Pass the Kool-Aid.
What's your take on this?
I just finished reading Tom Bishop's latest newsletter and he mentioned Anavex is now guiding to finishing EMA submission by years end.
This is the first I've heard of this new timeline.
Did I simply miss it?
Well said.
The age old question is "Would you buy the stock now?":
140 million in cash, no debt, EMA encouraging our advances, FDA accelerated approval application coming in a known and timely manner, phase 2 trial in a second drug started, at the minimum an adult Rett approval likely, increasing institutional ownership...
Yes I would buy and did on Friday.
Things have never looked brighter.
Could use some clarification on something.
It was mentioned in the past that once you complete a phase 2 trial on a particular drug you can go directly to phase 3 for other indications using the same drug.
Would this mean we could go directly to a phase 3 for FTD later this year?
TD Ameritrade show 6.5 million shares traded on Friday.
Researchers make precious headway into a genetic form of Alzheimer's disease.
https://medicalxpress.com/news/2024-02-precious-headway-genetic-alzheimer-disease.html
Fools use the term "house money", ask any casino owner.
Anyone care to weigh in?
https://news.yahoo.com/nose-picking-likely-partially-blame-205347245.html
Tom Bishop is very upbeat about Anavex, as he should be.
One interesting fact he brought up is the U.S .schizophrenia population is 250 times larger than the Rett population.
" I will sadly reduce my position here"
You seem ill-suited for investing in individual companies.
Might I recommend index funds?
My wife took her friend who's in the early stages of dementia to her neurologist yesterday.
She asked the doctor if she had heard of Anavex and their AD drug.
The doctor said yes she had and then went into a wild eyed tirade about how horrible the MAB drugs were with their massive brain bleeds and the like.
Just one neurologists opinion from southeastern Wisconsin.
I would think because rather than a patient (reluctantly for some) telling his doctor about their forgetfulness it will be the doctor telling the patient their test results suggest a daily blarcamesine pill would be in order.
My mom never went to the doctor as she sunk deep into dementia and the staff at the memory care center said sometimes the patients would even fool them.
Who knows how early that particular talent manifests itself.
Me too, but I still think it's a fine idea.
I own some Jan/25's and Jan/ 26's.
I'm willing to lose a fair amount of money in the short term as I strongly believe Anavex will have commercial sales eventually.