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Re: kld2 post# 416

Friday, 02/03/2017 1:34:40 PM

Friday, February 03, 2017 1:34:40 PM

Post# of 21540
All current AD drugs only slow the progression of the disease. If Bryostatin can IMPROVE the disease state (regain cognition, motor function, etc), this would be a breakthrough in the treatment of AD.

IMO, before Phase 2b release, NTRPD could get to $20-$30+ ($200-$300M MC).

If Phase 2b results improves disease state and no safety signals, could trade at $60-$100+ ($600M-$1B).

If Phase 3 trial improves disease state and safe and durable, could trade $500-$1000+ ($5B-10B)

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But, before anyone mortgages the house, and bets it all on NTRPD, this is a high-risk investment:

- Will the current dose levels (20ug or 40ug) show the same remarkable improvements seen in compassionate patients?

- Will the current trial (12-week, 9 treatments) continue to show no major AE's?

- Will AD improvements and safety continue if drug is used for a longer period of time (probably a 1-year Phase 3 study)?

- Will AD improvements be durable for the entire time patients receive treatments, or will disease state slowly return?

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Certainly worth investing some of your high-risk capital, realizing that the trials can still fail.

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