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Of course this board has been through many ups and downs over past few years.....BUT. If A2-73 AD is the first to get RWE/data/results from new trials IMO a massive flashover will impact other trials/indications bias to succeed. Everything w/A2-73 written on it will become golden.
At first I was convinced the RETT choice was a good one for 1st b/c of quick read/turnaround. Then we would see a bias to other tougher trials w/a kind of snowballing based on precision science and Biomarker-Homeostasis readout.
Now, he will speak to findings at AAIC AND will have an AD trial ready to start. From a (BUY THE RUMOR) standpoint the AD (AAIC) RETT-PD sequence makes more sense. He will be able to describe why and what the biomarker prescreening is all about and show some cards from Australian 32 pt. trial. He may be able to review a recovered AD patient or two.
He can and probably will make the case that this is still a risk but not a crap shoot like the old days.(see BP Amyloid backlash) AD will by far be perceived as the bigger disease and will draw more attention to the AVXL name and precision medicine processes.
Additionally, my guess is he will be doing a "late breaking" at AAIC and will have every opportunity to show the flag. If he makes the case for biomarker prescreen effectivity all BP will be like a bunch of 4 year old with their little faces pressed up against the window at the local cookie bakery. If I were Dr.M. I would hire someone to start my car for a few months.
Irish...
Biostock...thanks, great post/thoughts are always insightful. Bear, great to see your posts again.
Any thoughts on what will happen w/SP as the rest of the world checks in over the next couple of days?
We may surmise that there is a lot going on here that we do not yet know about. IMO. And, this CNS disease scurge is WW. Everyone will have some interest.
just in case:
3 July, 2018
Early Market Close
1:00 PM EST
Just curious?
What will happen over the next weeks as the rest of the world begins to understand more about what is transpiring here? The risks in buying a stock like AVXL should be lower as precision medicine gets it's legs.
Stand by.
plex...
Biotechnician says:
Gator328...exactly right, examples of the dynamics in the medical/pharma/WS/investment model....if one could capture all the links and leverage w/the intended/unintended consequences of a few simple words....OH well. Wait and see I guess.
Some one will soon point out that the claims made of AD patient cognitive/skills stability (my words) will begin to sink in.
Additionally, the application of precision science to medicine and the treatment for CNS patients who until now have heard, "No effective treatment available...or "UNTREATABLE"....
The RENAISSANCE FOR THE TREATMENT OF CNS DISEASES HAS BEGUN....
IMO, the dynamics of this start will be impactful to many, many lives for decades to come.
BAM>>>BAM>>>BAM....NICE....just as hoped, a model trial for Precision Medicine....My guess is AAIC will want to know ALL about this....
"So the modern ancient Greeks think themselves honest, as indeed I do. This is different from most of my Northern European Bronx* friends who openly and freely admit that they are not always honest. This is shocking to me and my Greek compatriots, who would never admit such a thing." (Matt Barrett)
We need a home run at AAIC in the bottom of the 9th just like @Fenway Park.
On 6/30/18 @11:00 PM eastern time: NYY=0, Red Sox=11. That is ALL anyone needs to know this A.M.. Be thankful if you or yours do not have a CNS disease and are waiting for BP (w/ their agents) to help b/c they gave up and left the field.
Kentucky123...Commendations for this excellent observation. After so many failed or weak trials/studies many sponsors/charities have had very little to support/pump/bet on. AVXL could awaken a sleeping and powerful set of champions. Nice.
True Dat...
ohsay...very helpful as it demonstrates the practice at using a level of abstraction convenient to most users. In my world I would expect that in every case/example a lab note book exists which points to and supports every claim. Therefore, the abstraction is converted to fact based reasoning process which can be subsequently proven. that's all. Agreed that knowing where to draw the line of facts vs fantasy and what must be taken as fact in patent apps.
If such abstraction practices were not applied we would end up with a string of facts/numbers and symbols that could not be clearly understood. I get it. That is not my concern. My concern remains are the examples (#5) based on real world evidence (RWE) or are they hypotheticals w/o facts? In one case such an app# can be read as a claim by the sponsor. If one took the text to court how would it be used? Is it an approximation or is it specification as in criteria for acceptance?
No need to get tangled. I read app. examples as an FDA agent would. Should and may are terms used often by regulatory bodies in some context they are sometimes incorrectly used instead of shall or must. I understand the patent app. example# statements are written as should or may statements (preferred but not required) and not shall or must statements (which are required and must be supported by objective evidence).
OK, you say that the use of hypothetical examples in patent apps is common practice and that such should not be used as a fact based rational for acceptance of the app.. I get the concept but do not accept that such would be accepted as evidence by any regulatory body in the U.S.. Particularly w/o any qualifying statement or **/foot note. I guess we'll find out.
Unless and until other evidence is presented I will continue to read such (example#5) as a factual statement intended to be read as such.
OK, I understand the need for caution but also would emphasize the fact that the example (#5) is being entered as verifiable evidence in a patent app. Enough said, IMO. No one is that dumb.
Yes, we have evidence of life on Mars but it was one a Tuesday.
BTW, my dear daughter is a YYUUGE fan of the group.
Please see the comments-post by Investor...we see links from the patent he has posted as example #5 says an AD patient, treated w/A2-73 presents evidence of cognitive recovery. If true ...it is Nobel level work by the AVXL team and by Investor2014 work/diligence in pointing this out.
It clearly says what it says, now we await the careful study of the patent app and it's exact meaning. RWE is absolutely going to be a factor in dispositioning this piece of evidence.
Note: a recent TV advertisement in the U.S. has said some thing like...."The world's first survivor of AD is out there" ...or close to that wording....you may have a 2nd adult beverage of your choice if this is the case w/A2-73
Reyton NAILS IT AGAIN
IMO, we were up to 4.++ b/c the news of poster presentations at AAIC was public June 4. That was a rational and expected move. This drain is not unexpected and is done b/c there is no way to prevent the MM/parasites from doing it. We should see a move up next week as AAIC develops and news leaks out. Depending on the size and quality of AAIC AVXL developments/news it will either explode up from there or who knows. The news so far has nothing to do w/the science and the validity of the clinical process work to this point.
IMO, the MM can see the next step and will drive SP way up shortly. Today has nothing to do with the science or the stability of AVXL. It is to me yet another example of massive corruption in all of our public (and many private) systems.