Biotech Values

[oc631]

I personally still feel better about antibodies against abeta due to possible concerns about off target effects of BACE.

Longer-term studies in prodromal patients increases the odds of picking up a trend in slowing down progression of the disease. Whether BACE or mab, abeta or tau targeting, the realization of this design is hopefully a step forward in the effort.

Let's say MK-8931 does prove safe and tolerable over multi-year dosing yet fails to show statistically significant results. Imagine abeta clearance with minimal to no measurable clinical activity. Would the molecule still have value in combination therapy? Just as finding a single class compound that halts progression has proven unrealistic, so too may be trying to do this without combination therapy.