Great article, even if it's clearly biased and posted on Seeking Alpha (not exactly the most reliable information source).
At first I was incredibly disappointed by how investors reacted to the phase 2 results last year. Even if it wasn't a home-run, Bryostatin had clearly outperformed any other AD drug on the market.
But as time went along, I saw that maybe the muddled results were actually a good thing, since I have now managed to significantly average down with new shares, and I can continue to buy more at bargain prices while this thing is still under the radar.
Either way, we're all in for one hell of a ride once confirmatory trial results are announced.
I certainly believe it's going to be a black swan event for the entire biotech industry. I also expect it to cause major headaches for any company still heavily invested in chasing after amyloid or tau deposits such as Biogen.
If the results are positive (which will most likely happen unless the memantine-free population miraculously improved by more than 6 points because of something else in the previous trial), I expect there to be a fierce competition between major biotech companies as they desperately try to outbid each other in acquiring the world's first AD treatment that actually reverses the damage.
They'll probably try buying Dr. Wender's Bryologyx too, so that they not only have the exclusive right to sell Bryostatin to AD patients, but also have the exclusive right to synthesize it.
That's why I have personally started looking more into the following big pharmas to see if they have caught onto what's happening (I know at least Pfizer has cancelled all their AD drug development so far):
Johnson & Johnson
Pfizer
Novartis
Merck
AbbVie
Novo Nordisk
Amgen
Abbott
Sanofi
Gilead
GlaxoSmithKline
AstraZeneca
Bristol-Myers Squibb
Eli Lilly
Celgene
Biogen
Allergan
