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Wednesday, 04/04/2018 5:53:13 PM

Wednesday, April 04, 2018 5:53:13 PM

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Below is a link to an interesting Endpoints article on AD (You can sign up for a free account to access the entire article):

https://endpts.com/special/the-alzheimers-rd-odyssey-comes-to-another-fork-in-the-road/


Key takeaways from this article for me:

- There is a good summary of recent trial failures in AD, as well as current trials and research.

- There is still HUGE money flowing into AD research, even though some large pharmas are bailing entirely (PFE). Millions of AD patients will flock to any treatment that can change the downward trajectory of AD symptoms (cognition and function). A useful drug in AD will be worth multi-billions.

- The failures keep pummeling pharma industry, and the industry is downtrodden. So, they are now looking at combo therapies (ABeta, Tau, neuroinflammation, etc) and treatment with same drugs at an earlier stage of disease. (My opinion: don't seem to be looking at new ideas like PKC-epsilon theory)

- The ENDPOINTS writers, in my view, are on top of the industry trends and research, and also various trials by large companies. Their focus seems to be large pharma and a few smallcap bios that are spinoffs from large cap companies. (My opinion: smallcap spinoff bios leads to inbreeding of hypotheses on AD instead of new research on AD, such as NTRP)

- They (industry and industry analysts) are still mostly clueless about the possibility that there is one multi-modal drug that can potentially treat all aspects of the disease (such as Bryostatin).

- FDA is rewriting trial guidelines to help AD companies in assessing biomarkers and drugs that may help early onset of AD. Focus on cognition decline, which occurs earlier in the disease than functional decline.

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