Hi Nidan 7500, as it always is we formulate opinions based on the info. in front of us at the time A question is to be answered knowing it can change as science often is a circular learning field...I feel though there are times in life when some people can see a cloud long before it rains and know it’s going to rain...whether it’s raining gold or garbage...We all interpret information based on our different backgrounds/ risk tolerance levels and then decide if it is worth the plunge...I personally am very comfortable taking on higher risk when I see science/tech and socio/economic ground breaking events which have the potential to swing the needle as you have the chance to use very little leverage to create significant wealth...for example many people could buy a lot of AVXL at these prices and if it goes away...well maybe you lost the car you thought about buying...but if it is what you think it is, then you can retire...if that makes sense...rich people don’t get rich playing it safe, the play it safe to stay rich....Anyways, There is always a period of that can’t be, it can’t happen and then holy shit I better get on the train It’s real..I.e. adopter phase is always full of conflicting view points...and disbelief then wide spread acceptance and mass adoption and then man I could have bought that shit and been rich..but I was to scared of the unknown ...a great example (in my opinion) is blockchain/cryptocurrency which is in adopter phase currently of financing 2.0...people are not realizing how real this movement is I believe...you have the talking heads doing what they do best to allow big money to get in first...even going as far as to talk bubbles in a movement which wall st. Is just know sipping their toe in...I believe in AVXL for a number of reasons and I will try to answer you questions best I can...
1.) The timing of government motivation couldn’t be any better. There has been a major change occurring in the FDA which is geared towards precision medicine and an updated approach to drug approval process as to make it more streamlined and less costly...there also is a dire need for the government to find a solution and is highly motivated to fast track a drug which can solve the issues our company is addressing because of the burden it is going to put on the Goveremts pocketbook in the future...
1.) CEO= he has taken a company that once was in free fall and in a few short years gave it direction, a positive cash flow with no debt on the table...and a clear direction creating novel partnerships in order to use other peoples money (governments/nonprofits) to supplement our goals which would realistically not be possible if taken at face value with our current cash position...he and the BOD have designed a precision medicine approach using bio markers/genetics and most likely trials which build upon themselves as a way to minimize cash output and maximize potential of approval....the downside is it is a small company which has to step cautiously and deliberately in order to survive...so the things are getting done just not at the speed that is ideal...TFD does inform us as stuff comes up but has been burned already with PR stuff so I believe he is taken a step back and communicating as safe as he can...Yes he thought we would be starting already and I have no reason to believe he is lying as he has a lot to gain from this company being successful...If you do a character search on this guy he checks out legit.
3.) Our major competition and larger companies are failing and falling out of the race and we really only have one other realistic competitor in Neurotrope but it’s drug is I.V. And has an unacceptable safety so if it were to be used it would have to be in smaller doses and partnered with another drug (IMO)...The Amyloid theory is a dead horse being beaten...it may aid in a collective drug approach but isn’t the way of the future...some people will do anything not to be wrong and I think that is were big business is with this approach...Type A’s have a hard time admitting when they are wrong...
4.) Humans and mice neurologically are very much the same with very small differences relative to all the metabolic differences which exist in all of our other organs...this means what works in mice neurologically has a high probability of working in us...then we actually saw signs of efficacy when the study was designed to test safety and we still have trial subjects over 109 weeks out stable which is really unprecedented...yes you can talk probabilities but reality is it is much more likely the drug is working then not...sometimes you got to turn off your science brain and use common sense...
5.) we are being more than recognized, backed by well known people like Dr. George Perry ( who has a pulse on this industry) and we are adding people to our BOD all the time which are reputable people in there fields(people don’t risk there reputations and character on smoke and mirrors) non profits MJF, Rhett’s foundation, Wayne state, Australian government...and an MTA which is currently active still with Biogen ( which logic would say is a good thing as if it wasn’t
They would have dropped it a while ago most likely...) Commonsense tells you with this many people involved fraud is very unlikely...
6.) you have patients and caregivers who have begged the company to extend its early trials allowing there loved ones to continue to get their meds...people don’t do this unless they see something good happening and let’s be real, placebo effect in a person who forgot they even took a pill? And if they remembered they took the pill than keep giving it because it is working....commonsense...
7.)I expect we are going to have an announcement real soon even though we have been delayed as our IND was filed with an FDA which was being reorganized at the time and we most likely had to make some small adjustments which is to be expected...next we will have announcement of a short trial to start....I would then expect to see what we already know, the girls start to have
Dramatic changes for better with their seizures and overall quality of life leading to approval for Rhett’s...we will then see movement forward in Parkinson’s and Alzheimer’s at the same time we see off label use of the drug after this previous approval...then as we are going through the motions of the other trials the world will start to realize before their eyes how well our drug works making it fast track to multiple use approvals giving our company a shit ton of value allowing us to then develop and further refine our pipeline and partner with others...at this point you are saying I told you so while you sit on the beach drinking/smoking something which makes you smile...
7.) I personally will be looking at the obvious standard ways we evaluated ALZ scores wise...but also, what are the patients and caregivers seeing? How is the overall quality of life? Is this patient wandering the halls at night or actually sleeping? Did they remember seeing grandpa 30 mins ago? Real life application is important in this disease...some diseases your looking at numbers only like cholesterol and others are a combination of factors...and then finally, what is the interpretation of the scientific community? So far it is all positive and every study done has only added more support to the story which is AVXL...
Have a good one Nidan sorry for the long message.....eggs and bacon
