Xena Lives, thx, I understand all your points. I have found your past financial market experience very insightful and trust your perspective but I think if they are successful in their current P2b they will partner with a BP and there will be significant structural changes. Before that day there is heightened risk but there is much upside to good data which I think will outweigh the risk of selling. In my experience it is rare that CU info is widely shared. As a matter of fact the FDA has made it clear they do not want it to be widely shared since it is uncontrolled data. So, I think it is good to have such data but my guess is they have more structured data from these few patients but only share general observations. IGF's of course have dangerous potential effects and that is probably the most concerning issue. But, IGF's also have useful applications when used properly. I am not as concerned about the rush into the P2b though I see it as added risk. I see small biotech companies rush all the time if they think they have a good shot because they are so vulnerable until they have something concrete. I see the main issue with the rush into P2b as the question of efficacy, which will be answered very soon, and, that is the upside of rushing ahead. If the drug works for AD I will hold the small number of shares I own and wait for the right time to add because the longer term future will be bright and I am not a trader. AD is awful and the best scenario as far as I am concerned is that both the NTRP and the AVXL drugs work and there is some competition between them because two therapies in my opinion will be better than one for many reasons.
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