Allon Therapeutics (fka NPCUF)

[juxtaposezen]

The more you understand Tau and the more you see how Davunetide has worked in mice, the more you start to feel that the likelihood of this study showing statistical significance is quite high. This video offers a huge insight into Davunetide, PSP and Tau in general. For the short version jump to 35:23 but I recommend watching the entire thing.:

Its not hard to see why clinicians, researchers and patients are so extremely optimistic about Davunetide. Some of the patients reports from the study of people walking and talking again seem impossible with placebo alone. You have to think they are in the drug group.

While this is no doubt an investment for risk tolerant people, the risk/reward here seems quite solid.

Regarding mice studies:

The potential impact of davunetide on the progressive degeneration mediated by tau was explored in transgenic mice expressing a mutated form of the human tau protein [P301S;K257T].31 Following daily davunetide treatment for approximately 5 months, drug treated animals showed statistically significant improvement, compared to controls, in the Morris water maze. Following an additional 5 months of treatment, the mice were examined for the presence of phosphorylated tau. The analysis showed that davunetide treatment reduced the levels of hyperphosphorylated tau compared to vehicle treated animals. These data, coupled with a decrease in staining of neurofibrillary tangles in these mice, provide support for davunetide’s ability to reduce tau pathology and improve cognitive performance. Such an effect provides support for the evaluation of davunetide in multiple neurodegenerative tauopathies.

33. Shiryaev N, Jouroukhin Y, Giladi E, et al. NAP protects memory, increases soluble tau and reduces tau hyperphosphorylation in a tauopathy model. Neurobiol Dis. 2009;34(2):381–388. [PubMed]

http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3280109/


The writing is all over the wall. There are only a matter of days left before these results are reported. Anyone who wants to get in prior to these results must act quickly! Good luck to all.

I initially took a small position but after further research I significantly increased my position. If this works for PSP then the implications are huge for Tau and other diseases. They are perusing PSP as part of the $3-4 billion FTD market. PSP's potential revenue = $700 million. They have also done a phase 1 in Parkinsons, as well as a phase 2a in both Alzheimers and Schizophrenia. All together this is a potential $20-30 billion market!

The initial results could send this from .48 to $3-$5 or more. But if it works for PSP then it works for Tau. With all these other indications we are talking about a possible PPS well above $50.

Food for thought.