Intellect Neurosciences Inc. (fka ILNS)

[buckiii2]

Is this ILNS's patented compound?

masterlongevity Thursday, 05/21/15 07:59:44 PM
Re: DewDiligence post# 191573
Post # of 191611
$jnj Bapi

Im not sure i agree with Dr. Manji's logic on why to move AAB003 forward vs. going back to bapi.

he states that aab003 doesn't remove vascular amyloid and should avoid ARIA allowing it to be dosed higher. But I personally see ARIA as a biomarker or surrogate for efficacy. JNJ stupidly dropped the highest dose from bapi because the ARIA rate exceeded 10% and some commercial planning moron probably told them that it wouldn't sell with a high AE rate.

However, look at what BIIB is seeing. IN their study, the dose with the best response had an ARIA rate of 60%. Hardly anyone is talking about safety. jnj is an archaic conservative company and its hard to win in a tough place like AD with such a mindset.

AAB003 might end up being a good drug, but not because it is not targeting vacular abeta. removing more amyloid is better.

I don't think the $Biib antibody is very differentiated from bapineuzumab but the trial design was much better (easy to do 7 yrs post bapi phase 2 results, and after new PET imaging available )

other interesting note: from Manji's comments. it seems Pfizer is not on board yet to move forward


DewDiligence Member Level Wednesday, 05/20/15 08:45:58 PM
Re: masterlongevity post# 191570
Post # of 191611
Re: AAB-003 (Bapi follow-on)

See slide #27 at http://www.investor.jnj.com/common/download/download.cfm?companyid=JNJ&fileid=829490&filekey=c49c24e5-5d6f-49cb-94ca-670ef4063587&filename=Analyst2015_Manji.pdf

p.s. The entire set of slide decks from JNJ’s webcast can be accessed at:
http://www.investor.jnj.com/webcasts-presentations.cfm .
(You have to agree to the disclaimer before you can access the links.)