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Plan is structurally ok, but the metrics are far off.
Upfront minimum would need to be around 150 Mio-200 Mio with a total milestone based deal size of 2-4 billion…plus tiered royalties in the range of 10-20%
All imo
Dead man walking
Hi Mac
What is the rationale for exosomal S1R?
Any paper?
And, what to expect?
Can anybody pls tell me, what exactly the red, blue and esp. green volume bars mean?
We have positive Opinion ??
Imo earliest, when the presentation at Ctad starts, no ?
Company certainly has the data.
If it failed, they would have imo communicated much earlier.
But why holding it back now at this point.
CTAD regulation or max surprise…?
I recall this paper plus the discussion.
It is a non issue imo.
Own both, in the right balance…
Thats the key.
Great work Mayo!!
Any thoughts on PKC(e) activation?
They licensed the synth Bryo from Stanford for all CNS indications…
It is more than marketing.
It is fundamental to the business model.
Agree.
But would be better to have a separate PR
explaining the exclusivity in CNS inds
Got it.
Oral formulation may be next step.
Anyway very important future sourcing development, if it works out.
Positive Bioeqivalence study - any idea when results come out?
This would be a gamechanger as oral dosing makes life much easier.
Has there been proof of synaptogenesis via bryostatin published - peer reviewed?
Many thx!!
Why do they use SIB and not MMSE or ADAS-Cog?
Semantically it may also mean that success is strongly anticipated ??
Thx
So if 50mg arm reaches p=0.025 or better with around 170 patients, it could serve as a pivotal trial basis for NDA, correct?
Possibly getting conditional approval?
Are there any public data about the blood /plasma concentration of 2-73 after intake of the 30 and 50mg doses?
It looks like reaching 4+ng/ml seems to be crucial for efficacy…
Question to educated longs reg Our Alz trial design:
Do both arms have to be significant in context of efficacy against placebo?
What if only the 50mg arm shows sig eff?
Do we have any idea about the statistical analysis plan?
Pls comment.
The last mile before data is always the most difficult to endure. For us shareholders but as well for management.
There is simply no way to mitigate fear potentially losing a lot after so many years.
I am long several 100k shares so i know what i am talking about.
Autumn has come.
Hey Kentucky
Great - No need for rush.
Science will prevail and share orice follows.
I have witnessed the same with my company - after many years the bell rang!!
I believe it is the right strategy to have silence until hard facts can be revealed.
No messing around with tactical PR.
It is hard to wait, but could be greatly rewarding.
I have accumulated 254k shares and waiting for results is just fine. Dont care about plus minus few weeks or months.
Important are just the data and the strategy. Up to now this all looks fine and consistent, in next few days/weeks even more validation may come along - hopefully.
When do we anticipate Avatar data?
Thx for your input.
Hi Bio
I support your thesis, that a particular upstream pathology may cause different disease conditions either CNS or PNS related.
2-73s and may be as well 3/71s MoA may be a first set of ailments to mitigate the root cause; hopefully.
We may get pretty soon further evidence of the thesis...
Tc Ingo
Adu controversy...
...Perhaps most memorably, Emerson said the “analysis seems to be subject to the Texas sharpshooter fallacy, a name for the joke of someone first firing a shotgun at a barn and then painting a target around the bullet holes.”
https://www.fiercebiotech.com/biotech/fda-advisers-tear-apart-case-for-biogen-s-alzheimer-s-drug-aducanumab-ahead-final-decision
Many thx for your opinion
GL and TC
Hi Falconer, thanks for your numerous quality contributions!
Do you think 2-73 could also play are role
for preventing/stabilizing or reversing peripheral Polyneuropathies?
Would really appreciate your thoughts.
Best, pix
Study of the Efficacy and Safety of STI-5656 (Abivertinib Maleate) With SOC Versus SOC in Subjects With COVID-19 (SOC)
Phase 2
Not yet recruiting.
https://clinicaltrials.gov/ct2/show/NCT04440007?term=Abivertinib&draw=2&rank=2
We need both ACE2 blocking for immediate protection to bridge the time until vaccines are available.
So i-Cell should arrive to stage soon...
Exactly.
Really difficult to say, what comes next.
Explosive Covid-19 portfolio.
But never forget their base immuno oncology and non opioid platform.
Pix