vTv Therapeutics Inc (VTVT)

[Amatuer17]

Thanks for analysis and your read on it.

Alz is long shot (same as AXON buying failed GSK drug)
However there are few differences - Pfizer saw some potential so they actually conducted trial for 400 patients - it was not full failure as fda reconsidered it

http://www.medscape.com/viewarticle/848839

Fda did futility analysis of the failed trial and then gave the drug fast track and approved SPA

https://www.sec.gov/Archives/edgar/data/1641489/000156761915000959/s000971x6_fwp.htm

On diabetes drugs - they presented the results only in Dec and will present in next scientific conf in July.

I agree that they are not in a bargaining position but if they get partner to start trials there is very good upside (SP has already come down from 12 to 6)

However I lost a lot of money in CTIX since 2013 and still no product has reached P3 - so I always compare my new decision with CTIX screw up done by mgmt promises.
As compared to that we have 5 products in P1-2, P2-2 and P3-1 and clear mgmt view.

So agree, it is high risk stock with higher chance of failure but not one trick pony.

Thinking of starting position.