Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Without complete data and as someone who will be happy if any of these drugs are successful, those results still give some hope for patients. It appears that the drug didn't show efficacy when combined with current standard of care drugs. When used as a monotherapy, their results did show efficacy. What we don't know is how many patients that was exactly and the numbers couldn't have been more than maybe 2 dozen. Lucky for them is they already have a P3 on going and could adjust the trial recruitment a bit to get patients more likely to be helped. It's not all that dissimilar to what we've had to go through, although their problem doesn't seem to be memantine blocking their effect but the aricept drugs potentially causing the problem.
Whether or not they are a good investment, I have no idea, but they will certainly continue to advance the drug with their current trial. Hats off to a clear data presentation from management as well. I always wondered exactly how the market would have reacted when this issue hit us and we reported top line without waiting on the post hoc memantine issue. I guess we see the market would have acted the exact same way.
Saw that. Haven't had time to look into the release or the data further
Sound plan! Probably shouldn't even worry about filing patents lol.
Oh I see.
Yes in a few years after the AD trial fails, they can try Bryostatin in ALS with some more next greater fool’s money.
Not really my point in irrelevant to any trial implacations. I imagine bryostatin would be at least a couple years away from any type of clinical trial although we know one of the ALS groups is pushing for the research. However long it takes for the patent doesn't really matter. It's the science in the patents that I enjoy reading and this is the first time we've seen it regarding ALS. Luckily they don't include "prophetic" examples like some drugs do so we can pretend outcomes that no one has any idea of lol.
Often 3 to 5 years from filing to a potential grant and more if the prosecution of the application runs into objections.
1st ALS patent published. Was applied for last December. Maybe we'll see some preclinical model publications at some point. No guesses as to when could be granted.
https://patents.justia.com/patent/20220184028
Anyone here registered for and viewing the ongoing "Reverse Alzheimer's Summit" video series?I know it's a promotional and so the videos have to be taken with a grain of salt, but curious if others are finding it useful or it's just talk/promos.
Rolling Rock if you want better than light.
There is nothing to communicate here. If they attend a new conference, launch a new trial, or post new results, we'll know about it.
Crack open a cold one and enjoy the summer sun.
Another miss on AD trial involving ACIU. With the stellar communications here, we should get a further premium on Bryostatin potential Narrowing down candidates should get more eyes here. Outstanding managerial communications at Snpx!
Corporate muzzle and selective communications is their specialty. Zero confidence in corporate except for the efficacy of Bryostatin.
Glta
Less than 100 shares traded in the first 50 minutes. We need some good news.
Yep...way to many witnesses to contain. Bust out the wallets!
thats a great theory
Continuing to stair step. Visual evidence of efficacy is most likely being witnessed. Bring the 20s!
Interesting stair stepping chart forming. I suspect that empirical evidence of Bryostatin are being witnessed. Dips are being picked up fairly quick now. Looking good here Louie..
Maybe so but the truth is its theoretical until it proves out. If we google bdnf and brain plasticity we can get an idea maybe, or if within hours the synapses are bathing in a healthy substance that "jumpstarts" the brain as Xena used to say. Hard to know for sure as easy as it is show research to suggest why it could work.
We've got the preclinical and we've gotten several dozen who have benefitted with several specifically well documentation and thats what we base our bets on. Not sure how much Alkon will speak but I would like to hear more about the preventative and the better arterial blood flow as well.
No matter to me the share price. 75% move up on no news and we could lose it all back in a couple weeks. Crapshoot but glad I won't have to chase if it does continue the current trend.
you have to be right with that one. I think the company could provide a bit more perspective on this in a presentation or so
It was more than 4 patients that showed improvement if you include later trials, but clearly that hasn't convinced the market yet.
There are certainly some positive signals here but I'm still convinced the stock price isn't going anywhere until they post good results in a few months, and there's no guarantee they will.
100% agree which is what I included in my post that I believe that its the immediate restoration of BDNF levels that could result in the miraculous and immediate responses that we have seen. Could be another mechanism but based on conversations with the company years ago, this seems most plausible.
There are so many mechanisms and restorations with PKCe activation in the proper amounts that its impossible to say which is the most important and when. Other drugs can also increase BDNF but that's a singular modality. It's bryostatin's multi-modality that can both immediately boost cognition as Cyosol suggests AND maintain and regrow synapses over time in early research. What is clear is that the compassionate use patients saw miraculous benefit. What we've been trying to do for several trials is replicate that under the proper conditions. Maybe we are now there. We'll know in roughly 6 months it would seem.
my "issue" with this is that Alkon talks about regrowing the wiring, obviously there is no new wiring being formed in couple hours. It needs to be an entirely different mode of operation this instant impact.
It really wasn't "short term" improvement. It remained above baseline for over 40 weeks. It also doesn't change the point that the graph I posted which was peer reviewed and part of FDA compassionate use data is essentially the same as the current trial as far as duration so IMO pretty close to apples to apples comparison. Yes dosage was yet to be optimized with a period of gap between the two cycles but at 24 weeks patient was still well above baseline and would prove this to be a BLOCKBUSTER drug. You are correct that the notations did seem to mix up the horizontal axis a bit but that certainly has no relevance to original baseline going from 2-3 to 5-12 for the next 40+ weeks, even longer than the first part of the chart posted. Of course that is a single patient and one of the 4 CU patients who did show improvement. May or may not show the same way in larger trial certainly.
JMHO
Yes, that doesn't change what I wrote about the chart though.
The current trial is testing longer term efficacy of the drug, which is what really matters. Plenty of things can cause short-term cognitive improvements, but Alzheimer’s is a long-term disease that needs a long-term solution.
Even the Namenda trial showed improvement in the short-term iirc.
It was very similar as to immediate impact from the compassionate use patient Jenni who was so well documented, both with the FDA and peer review. I believe in many of the patients a quick infusion of something that normalizes BDNF could have immediately noticeable impacts. What we don't know yet is if on a proper dosing schedule can that lead to sustained improvements through other normalizations of endogenous growth factors. If what we see from the original figure I posted is mimicked in any real numbers in the trial, then we will be golden. That's the bet I take with a 50 million market cap and speculative funds. JMHO
"Within 3 h of the first infusion, Subject #3’s MMSE rose from a baseline of 3 to 12. The MMSE score remained within the 10–12 range for 1-2 weeks, and remained between 5 and 12 thereafter (Fig. 4, green). These improvements of the MMSE roughly paralleled the changes of the ADCS-ADL. Improvements in cognitive function early in the course of treatment were also noted by the health care workers and caregivers. The patient, who had previously been largely immobile and absorbed in constant hallucinations that had occurred for many months prior to the bryostatin trial, became free of hallucinations, became mobile, able to feed himself, care for bodily functions, speak and recognize words, interactconversationally with others, and engage successfully in complex physical activities such as swimming and billiards. "
Yep albut patient mmse was 2 at baseline and between 5-12 those entire 24 weeks on that dosing
Whoever posted that picture failed to understand that the horizontal axis represents weeks, not hours.
This is also a bad example in general since the dosage wasn't optimal and the dosing interval was irregular. This was done before they had figured out how to properly administer the drug in humans, and before they figured out that weekly doses caused reduced efficacy over time due to PKC downregulation.
If this is what happens with a second cycle of the drug and is represented in the current trial then 1-2 billion would be cheap. I just prefer to be conservative in its efficacy and price. Patient was Frank Carney, Pizza Hut founder.
https://twitter.com/snpxinvestors/status/1529689032522801152/photo/2
My market cap target was based short term and yes over time it will hit 1-2 billion market cap, all depends on Adam and what the market thinks about the results, if the results are outstanding then the market cap of 1-2 billion dollars will be justified and the market will speak.
I agree that it will be much higher. With positive results, I don't see how the Market Cap doesn't at least pass $1B which would put fully diluted share price at > $80.
Kind of depends on quality of results and whether we have additional trials up and running Imo. Great AD results with multiple 2023 readouts on the table could maximize market cap
I would think that with definitely good results, SNPX’s market cap would be much higher than your predictions. I’m see companies in the same space as SNPX, such as AVXL ($700,000,000) with market caps much higher without showing definitely good results.
We might be at the early stages of investment frenzy. If there's visible evidence of efficacy, which I believe there is, there's no way to sequester that information regardless of protocols. Witnessing broad empirical changes will only continue stock price market cap acceleration.
Agreed. 250 million minimum. Likely 400 to 500 million. Possibly much higher if a suitor is involved.
Minimum 20 dollars on the first day of its run, anything can happen after that. I would think 400-500 million market cap very reasonable, based on GLS*I and SAV*A runs.
dinogeeves, where do you think it runs to assuming positive results?
SNPX will run big with the data, bigger than you can imagine.
Way less warrants now than 6 months ago
The warrants and baggage will always be there with this stock... see the sticky.
I think around 100 is right. Was like 225 million for 1st trial
Pretty sure it was $140-$150 million last time
My bad! Is there a six-figure millions? Lol!
Six figures? You mean $100,000? <> $999,999?
I thought the MC was six-figures before results release last time. It should be the same this time also.
About $40-100 million.
What was the market cap of the company before the last trial results were released?
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |