DD Support Board and Research Team

[DragonBear]

And in what way would this new drug differ from Namenda?

Namenda acts as an adjunct to stimulate a different class of neuro transmitter than Aricept.

The SB-742457 acts to suppress 5-HT6 which acts to interfere with Aricept. Inhibit the inhibitor.

There are various site touting how GSK run 15 trials, with some showing effect. Reality is a little different.

Try 5 Phase II trials

All with a status of Completed. The only strange thing is GSK gave absolutely no results. Usually even in failed trials they will note how it failed to meet the endpoint. GSK just closed the trial with no results.

The end result is AXON would have to conduct it's own Phase II studies. Then it would have to progress to Phase III. They would have to successfully do this while beating several competitors to the market. Although GSK hedged their bets by having a royalty clause in the sale of the drug, there is no commitment to provide funding for AXON to run their own clinical trials. So one has AXON trading on hype, where it will take years to complete new trials - once started.