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Thanks, Coach.
In the patent, they describe about five figures. I'm thinking these figures are graphs. Where can I find these figures?
That’s my call also. Buyout.
I am baffled at why the author of such a nicely written article would value this company at only $1billion after a successful ph2, placebo controlled trial, targeting moderately severe AD patients. Especially given the dismal landscape in this sector.
Do you mean an improvement to take into a possible ph 3 trial? I was referring to the current trial being too much drug causing downregulation.
Does the dosing in this new patent make you feel like the company expects there may be significant down-regulation in the current trial?
I think you hit the nail on the head, Coach. That would be brilliant of the company to run “side by side” trials, increasing the shot on goal.
Coach, you know I was just ribbing you earlier.
Runncoach, what a Geek. Lol! Thanks.
I don’t think there would be a journey. I think there would be a quick buyout.
Gotcha. But that 10 point SIB improvement is doable also. The second cycle of bryostatin has is risks, but the positive possibilities are very exciting.
Like the way you think. And it is doable. I can see a decline of 3 for the placebo arm and a increase of 7 for the bryostatin arm. Why not think big?
If that second cycle of bryostatin in this current trial can produce a 10 point spread between the placebo and the drug, what do you think the valuation of the company would be? It surely would be more than 5 to 6 billion.
That’s funny !!
Yeah. That's about my calculations also. It would take a $4 billion market cap for me to have a million dollars.
Thanks, Coach. I guess I own 0.0268% of fully diluted shares of the company :)
What Is the fully diluted share count of the company? It has slipped my mind.
I initially thought they should’ve opted to go with a lower dose in the second round dosing, to play it safe. But I guess they wanted to continue the upward trajectory of improvement seen in the last trial.
Wasn’t the compassionate use patients dosed with a higher dose of bryostatin than the current 20mcg being used in this trial?
I read the Yahoo board every now and then when I have nothing else to do. Runncoach, there’s a guy over there name Deacs that’s almost as smart as you. Lol !!
The last prediction of results readout of the trial by Dr. Alkon was “late summer of 2022”, that’s next September. He originally predicted “first half of 2022”. Hope it doesn’t move back farther.
Thanks for the reply Coach. I remember that first trial. I thought the company had a lot of confidence by not selling any stock when the price was rising, neither did I sell any. That turned out to be unwise. I still haven’t learned anything from that experience. Lol. To late to be conservative now.
Do you think the company will sell more stock before trial readout next fall, even if all the low hanging warrants are cashed in by April?
Darn!! Drop the mic.
Xena, do you think SNPX's current trial will be successful? If not why not.
When I win big in this stock and cash out, the government will take out a lot of withholding and “socialist” security taxes:)
I pick Dr. Fauci.
Wide spread infections can spawn mutants. That's why they want to vaccinate kids also. We don’t want a mutant to come along that will wipe us all out.
A properly run placebo arm in the trial will take all the guessing away.
The placebo effect is a real thing. Choosing not to believe it is does not change that.
Hospitals around the country are filling up with COVID patients in which over 90% are unvaccinated, but there are still people refusing to believe that the vaccines work. People are going to believe what they want to believe.
Did the company release the statistically significant improvement over baseline numbers for the placebo group after adjusting for baseline imbalances? They did say improvement for the bryostatin group was 4.8 over baseline.
Thanks, Cyosol. I get it now.
Runncoach, I listened to the presentation but I did not here that the current trial was 2/3 completed. Did Alkon say that in the presentation?
Thanks Coach,
If the current trial can get a similar decline in the placebo group as the memantine trial and the second round of the bryostatin course can at least maintain the previous trials scores, we will be off to the races.
Anyone know what is the average historical 6 month SIB decline for the moderately severe AD patients?
“Is something moot when the claim can not be supported? “ The answer is Yes. I have used it in the past when I could not prove my point. Moot means “You got me on that one, but now I have something else for you”.
Coach, you explained you point very well. Now, I’m wanting for Xena’s response. I have learned a lot in this thread.
How much of the increased daily volume do you attribute to trading vs accumulating? Just wondering.
I would love to hear Dr. Alkon’s math calculation for a 12 month readout. I would think he must have some potential scenario to justify the timeline.
Dr. Alkon reiterated that he expects the readout for this current trial in about 12 months. Fingers crossed.
Thanks Coach. Now I need to read up on SAVA just to see what makes for a $3.2 billion company.