Biotech Values

[poorgradstudent]

Sink hypothesis:

But in any case, I think the “sink hypothesis” has been discredited by the latest Solanezumab data.

Interestingly, I've been looking at light chain amyloidosis where the sink hypothesis seems to have *some* relevance. I'm skeptical that reducing circulating free levels of the relevant amyloid protein will reduce fibrils, as the latter tend to be very stable. However, there does appear to be some evidence that reducing the circulating amyloid protein below a critical concentration has a benefit on target organ function, even if there is no visible reversal in fibrils.